Opportunity viewers (external collaborators)

You can invite external people (partners, customers, teammates from other companies) to view a specific opportunity.

To add a viewer:
1. Open an opportunity and click the "Collaborators" tab
2. Under "Add from contacts" search your contacts list, or under "Add by email" type an email address
3. Click "Add"

Viewers can:
• See the opportunity details (stage, next steps, notes, attachments)
• Add notes and @mentions
• Add other viewers

Viewers cannot see financial data (quote amounts, cost, gross profit) — that is only visible to org members.

Viewers must be signed in with the same email address they were added with.