When you create a scenario, it is automatically shared to all users in your organization, unless you restrict access to certain roles using tags. Learn more about tagging scenarios.
If you have access to more than one organization, you can choose to share your scenario to those users as well.
- In the top right of your screen, expand your Account Information tab. This will show you which organizations you are logged into.
- Log into the CRM account where you wish to share your scenario. Do not log out of your current CRM account.
- Once you are logged into both accounts, go to the Scenarios table and find the scenario you want to share.
- Open the menu with three vertical dots and select Share.
- Choose the organization you want to share this scenario to, then save and close.
- Customization includes pinning, sizing, ordering, and hiding columns across all modules (excluding Export and Verify).
- Customization also includes sorting and grouping in Tune.
Check the box beside each scenario for which you want to apply a bulk action. Then select Share or Delete.
- Sharing requires that you select a target organization, such as a sandbox account.
- You can also overwrite scenario and winner/field rules if they already exist.