The opportunity sharing tool is a great way to highlight important projects, or target specific audiences.
Start by selecting opportunities to share
Select the opportunity(ies) to share
Click the Share button at the top of the opportunity list
Choose one of the following options to share the opportunities
1️⃣ Email: Utilize the email function to share to groups utilizing the Paladin functionality across teams and selected preferences, including specific email addresses.
- Send to… : Users assigned to a Team
❗ Expand Advanced Filters to display the options below:
- Limited to these practice groups: Practice groups or Department that are assigned to users
Limited to users interested in the following Practice Areas: Users who have selected the specific Practice Area(s) in their Paladin Preferences
Limited to users interested in the following Communities Served: Users who have selected the specific Causes and Communities in their Paladin Preferences
Add specific email addresses: Deliver to additional email addresses
Prepend a message to the body of this email: Add any additional information about the opportunity here
Click Send Email to deliver to the selected groups of individuals
NOTE: There is also an option to send a test email to yourself.
2️⃣ Get Sharable Link: Copy to Clipboard will allow you to get a link to share in your desired method a specific group.
NOTE: For users without a Paladin account, they may see a view only copy or not at all based on the sharing permissions selected by the LSO hosting the matter. If an opportunity does not have public sharing permissions, you will receive a notification alerting you of this status. In this case, please contact the organization request permission to share with your network.