Share Content with an Account

In the Sales Lightbox content library, you can attach a copy of a content item to an account. If you make any changes to the content after you share it with an account, the shared document isn't affected.

You can only share content with an account if you have permission to access the sales accounts application. Here's how to share content with an account.

1. Navigate to Sales > Lightbox.

   The Lightbox page appears, showing content that is available to you.

2. In the My Content or Shared Content views, click the Actions menu and select Share Content with Customer.

   The search and select page for accounts opens.

3. Search for and select the account.

4. Click OK.

   A confirmation message lets you know that the content was successfully shared.