personalize the email from marvelflex's blog

Click on the blue arrow beside the report's title that you want to share. Select the blue arrow next to the report's title Click Share'

Find the contact that you'd like to send your report. Write a short message to explain why you're writing and personalize the email. After that, click

'Send'.

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You are also able share your contacts with all Contact Groups. Choose the group you want to share with from the drop-down menu. After the report has been shared, it can be shared with the group, click Share.

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If the group is an Share Record the group will be noted on every person's contact record.

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If you share a report, the Share Record is noted in the report's page right next to the report under Info'

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You will also find all Share Records that are associated with a particular contact. This includes all private rooms and the reports shared with the individual.