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SAP Hybris C4C. How to share an opportunity via email

Nov 17, 2017 at 04:43 PM

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Former Member

Hello:

I am using SAP Hybris C4C in Schlumberger.

I could not find an answer if there is any way to share a lead, opportunity, or any other object (e.g. logged phone call) via email with other colleagues. Does this functionality exist? For now, if I need to share something with my colleagues, I provide the ID of the record and/or the name of it. I believe this is not the best way to do that, so looking for someone's experience to learn from.

Thanks in advance

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2 Answers

Matheus Bastian
Nov 20, 2017 at 11:11 AM
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Hello Konstantin,
You can share documents in C4C by using direct URLs. Check Admin Guide for help doing that.
If you want something more automated, you can set up workflow rules that send the links to your colleagues. Check Admin Guide as well for help.
Hope it helps.

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Keshav Harake Nov 20, 2017 at 11:13 AM
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