Knowledge Base
Precursive OBX
External Sharing & Customer Workspace

External Sharing & Customer Workspace

6 articlesAvailable forOBX

External Sharing

(OBX) Share a Board with External Sharing

Share a read-only view of your Precursive Boards with anyone outside of Salesforce via an External Sharing link.

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(OBX) Export the Plan

Learn how to export the Plan View of your Precursive Boards in an Excel document

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Customer Workspace

(OBX) Introduction to Precursive Customer Workspace

Learn about Precursive Customer Workspace

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(OBX) Upgrade your Customer Collaboration!

Learn how to use Precursive Customer Workspace to drive customer engagement

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Contact Notifications

(OBX) Contact Roles Notification

Learn how to use Contact Notifications with External Sharing or collaborating with customers via the Customer Workspace to keep your customers engaged and updated throughout their Onboarding

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