Collaborations (ex-discussions) are now shared automatically and by default with your partners:
Your partners will have access to the collaborations where where they have been attached as partner on the account.
Vice versa, you will see the collaborations where you can help your partners, for a true win-win collaboration.
Whether your partner is using a Free, Pro or Power plan, you can collaborate with them the best way possible.
Don’t worry about privacy:
Your Internal Notes remain internal.
Opportunity information will only be shared if you manually set it for selected partners (Partners tab, click on the partner, go to sharing settings, open deal)
If you need any help accessing or using Collaborate in your workspace, please don't hesitate to reach out to our support team on chat or help@reveal.co. 😃