FreedomSoft makes it easy to share individual records with someone outside of your account, such as a virtual assistant (VA) or team member who doesn’t have login access. The recipient will only receive read-only access, ensuring your data remains secure while still enabling collaboration.
Outsourcing a Record in FreedomSoft
- Open any Seller record in your account. This can be done from a List, Campaign, Workspace, or from the Properties tab.
- Click the orange More Actions button and select Outsource Lead.
- An email window will open. Enter the email address of the person you’d like to send the record to.
- FreedomSoft will automatically generate an access link to the record and include it in the email.
Important Notes
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The recipient will only have read-only access to the record.
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No changes can be made by the external VA or team member.
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All updates and edits remain fully controlled within your FreedomSoft account.
Outsourcing records in this way gives you flexibility to delegate tasks while maintaining complete control over your data.