> For the complete documentation index, see [llms.txt](https://docs.wanode.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.wanode.io/agency-settings/how-to-share-crm-limits-to-you-customer-sub-account.md).

# How to share CRM Limits to you Customer / Sub Account ?

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2Ftw1S5efoBhSqkK8tuSBI%2FHow-To-2-1536x864.jpg?alt=media\&token=a2cb0595-20cc-4bf5-91eb-7ef6e48ff4a6)

### 1. Click on Go To CRM <a href="#id-1.-click-on-go-to-crm" id="id-1.-click-on-go-to-crm"></a>

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2FYmurklZdRMgctJ3DyYwo%2Fscreenshot_ab15b85b-595e-4017-86db-56b11bca67ba.png?alt=media\&token=293965df-016d-4fce-9c99-96307b82553d)

### 2. Click on Subscriptions <a href="#id-2.-click-on-subscriptions" id="id-2.-click-on-subscriptions"></a>

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2FjVeaiuGMGd1CgmzzfAGf%2Fedited_image_baf913f7-5a4b-46e0-83d4-5bccff78f013.webp?alt=media\&token=2bf0a9b7-e563-4c56-b18d-688552d036e3)

### 3. Click on view icon to see the existing limits shared by you <a href="#id-3.-click-on-view-icon-to-see-the-existing-limits-shared-by-you" id="id-3.-click-on-view-icon-to-see-the-existing-limits-shared-by-you"></a>

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2Fn6c93ScuwnmYDCDIFWG9%2F1.png?alt=media\&token=50194788-e391-4a69-adaf-4240380e5af4)

### 4. Existing shares can be seen like this

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2FIH8365GSQ1DQPKq7ah1t%2F2.png?alt=media\&token=28e2b2d7-7c99-493a-bd6e-842af40eeb5f)

### 5. Click on Share Icon to share the limit to your Sub Account

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2FjDjC2BFpyBTrSifGV7Fp%2F3.png?alt=media\&token=54ddb4a6-ad40-460c-afd8-5c0cdc7d6f13)

### 6. Type Full Email ID of your Customer

Note :- First the customer should register / signup from your website, and verify the email received.Only after that you can share the limits with him.

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2F3JgqjMDqVhcqFKw6GvtB%2F4.png?alt=media\&token=7f62f040-6a79-49a7-b240-912b360ca754)

### 7. Type the Quantity you want to share

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2F2znBFHs1ulrFeuXZ3wfJ%2F5.png?alt=media\&token=cb695c7c-4348-4388-b818-e5317341a6ef)

### 8. Select the Share Type

You can share products to Customers with 2 types\
1\.  Revocable\
2\.  Irrevocable

Revocable can be Revoked / Taken Back\
Irrevocable can never be taken back !

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2FrlGJprinuBUuS72pzFYm%2F6.png?alt=media\&token=a372a829-b68e-4162-afd7-6d0f68921aa9)

### 9. Set An Expiry Date – Only For Revocable

For Revocable Share, You can set an Expiry Date for your Customer.\
Kindly Note :- You cannot Revoke / Take Back the limit from the customer before the end of Expiry Date !

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2FTT5mcsjhQmuc5t5nNf1Z%2F7.png?alt=media\&token=c31b4f1f-7cca-4b18-8210-71766d4d8f88)

### 10. To view your Sub Accounts & Total Sub Account Limit

Click on Sub Accounts

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2FEUA1KnL2NaXVB7jMOpu5%2F8.png?alt=media\&token=5e4a8508-782e-4228-91b7-6fbd3f41f5be)

### 11. Click on View Icon

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2FANAFUBbbn1c6PwrsioLu%2F9.png?alt=media\&token=218527d9-d37b-4013-998e-45bf91e061d7)