Collaborating With Your Team

Everyone using the Google integration will get assigned their own Google Sheet to save their prospects.

If you would like multiple team members to collaborate on a sheet, you will need to share it directly from Google Sheets.

Make sure you are connected to Google Drive.
Click the Google Logo in the top right, then Go to Spreadsheet. Your sheet will open in a separate tab.

Go to File > Share.
You can share the sheet by inserting your teammate’s email.

Once you’ve shared your sheet, please email with the email of your teammate you just shared with.

This will configure Prospect so you and your teammate can both prospect into the same sheet.