Thrive CRM
Owners and sharing
Every contact, company and deal has an owner, and it is private to them unless they share it.
- Members see what they own and what has been shared with them — nothing else, not even that another record exists.
- Account owners and admins see every record, including unassigned ones (the Unassigned tab on Contacts and Companies), and can share or reassign any of them.
- Anything you create is yours. A new deal can be assigned to someone else as you create it.
Sharing
Open the record, and under Owner & sharing choose a member and press Share. They can now see and edit it. Only the owner or an account owner or admin can share it further, or take it back with Remove.
Handing it over
Make owner gives the record to the member you chose. If you are not an owner or admin, you no longer see it unless they share it back — Thrive asks before it does this. To hand over many at once, tick them in the list and use Assign.
"I can't find a contact my colleague mentioned." It has not been shared with you. Adding the same email address yourself is refused rather than creating a second copy, because an email address is one contact per account — ask your colleague, or an owner or admin, to share it.
Signed in to VeraGen? Press Guide me on any screen for a walkthrough, or ask Odin.