How do I share a contact with my organization?

Customers (and other relationship types) that have been shared with your organization as part of a Project (or Deal) will automatically add to your organization's view in the People section. 

A few notes about sharing contacts:

1. When you share people and companies with your organization you are creating a copy of your contacts and adding them to the organizational view.
2. Contact information labeled personal will not be shared.
3. Assigned people and companies are synced between the assignee and the organization to keep the contact information up to date.

To share a single contact please follow these instructions:

1.) Tap on More Actions and then select Sent To.

2.) Select the person (or your team) to share the contact.