Sharing a Deal from the Deal Pipeline
Share deals with internal team members and with individuals outside your organization
When looking at a deal in the pipeline you have three options in the Sharing Options drop down: Share Deal, Download Deal, and Open in Desktop.
Share Deal
Click the Share Deal button to share your deal with someone via email by typing/pasting their email address in the indicated location.
Toggle the Share link switch, and click the Click to copy URL button to send a viewable link to anyone regardless of their affiliation with your organization (ie. clients, owners, etc.). The recipient will be able to see your deal in 3D and the site information/tabulation, but won't be able to make any modifications or be able to download the deal.
Download Deal
Click this link to download the .rsd file locally on your machine (if you have the authorized permissions). Once a deal is downloaded you can save it anywhere you'd like. Keep in mind this is essentially a copy of the original deal.
Open in Desktop
This will launch a session of the TestFit application and open the deal you are looking at in the cloud.