Cross Silo

The Cross Silo feature enables multiple Child Organisations to generate and exchange Leads between one another.

  • Only the Manager of each Child Organisation can send and receive the Leads.

  • A notification (Sales Feed) is generated for each Child Organisation

The Parent organisation is not involved in this process.
The below image shows you how the Cross Silo Scenario works.

Cross Silo is only enabled when you have 2 or more Child Organisations.

 

The Parent Organisation has to give permission in the settings to enable the Cross Silo feature.