How do I share an applicant owned by another user?
You can share an applicant without changing the owner.
- Find the applicant using the Applicants list or customer search
- Select the applicant from the list
- Click on 'Link' next to the sharing option on the customer activity screen.
- The applicant will now appear in your Applicants list
You can delink the applicant by clicking on 'Unlink' in the same section.