Customer portal and sharing - Dealpipe

Open the customer and select the relevant units for sharing.
Review which properties and documents the customer should receive.
Open the customer preview and check the result.
Invite the customer using the provided invitation action.

A CRM link to a project does not share its entire inventory. Customers receive access to assigned units. The parent project’s view may appear without exposing other apartments in that project. When using a share link, review its scope and any configured expiry. Use Shared by me to manage outgoing shares and the available revocation actions.

A customer cannot see a property

Check the invited email address, invitation status, and specific unit assignment. Compare against the customer preview rather than your own inventory view. Use the partner network to collaborate with other sales organizations. Partner sharing is a separate process with a different scope.

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