To share a Plan in QuotaPath, navigate to the 'Plans' dashboard in the left-hand navigation and select the 'My Plans' tab. Go to the Plan that you'd like to share and either select the 'Send plan' icon, or click the three dot menu and select 'Send plan'.

In order to share the Plan, the user must be a member in the workspace. To add members, please view this article first.

Select the user you'd like to share the Plan with by clicking the '+' icon next to their name, and then click 'Send plan'.

When you share a Plan, only the Plan's details are shared. No deal or earnings data associated with your Plan will be shared with others in your workspace.

Sharing Plans is a freemium functionality that is only available in QuotaPath Free.