> 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/crm-platform/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%2F3pFd4MIrm1wjivf94ENQ%2FHow-To-2-1536x864.jpg?alt=media\&token=cd770902-b8f1-4688-9ecc-57c875ec85e1)

### 1. Click on Go To CRM

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2F3HFtNnVyuUTXHjyeuOg7%2Fscreenshot_ab15b85b-595e-4017-86db-56b11bca67ba.webp?alt=media\&token=e2a872c0-b233-4b49-8474-4a558240ad94)

### 2. Click on Subscriptions

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2Fw7bhdejv3mqyBm1uyDy3%2Fedited_image_baf913f7-5a4b-46e0-83d4-5bccff78f013.png?alt=media\&token=cfa897f8-6911-4fdd-a9f7-bac297fe7351)

### 3. Click on view icon to see the existing limits shared by you

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2Fm28A69WjmzDtoIJUQDAs%2F1.png?alt=media\&token=9ab399ea-1bc6-4f23-8fec-64c68aae2b9a)

### 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%2FIftqfEVpQWhqQtia1Ipy%2F2.png?alt=media\&token=ef0e28db-f13e-4a62-acc4-9035d29eb8f1)

### 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%2FhfcEMYC6QnczMhwHvBN9%2F3.png?alt=media\&token=1538bb10-a1c2-4036-8513-1e6f34483a72)

### 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%2FRi7oS4pr8bhTruZIqiGV%2F4.png?alt=media\&token=cc8dc43a-e81e-4463-92bf-78259742abd8)

### 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%2F0XWunk0fGjgMIcDhQsmU%2F5.png?alt=media\&token=8e609c7a-b7c8-4aca-b490-a8fd47bfd3e4)

### 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%2F7K7ukdH8ISIvIhdL4aVz%2F6.png?alt=media\&token=872032ed-174f-4e69-8dc1-69d661406cb9)

### 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%2FBd0Gey08V8UoriC0o3ug%2F7.png?alt=media\&token=b1b50f6c-a8d7-40ca-bf75-edc00c36f36a)

### 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%2Frcjfh6YNVerchBIJRQvg%2F8.png?alt=media\&token=f9405c92-5f91-4f9a-bda6-9ef1a57e71b7)

### 11. Click on View Icon

![](https://517240018-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJavwcSJonDHbNXYg7e0g%2Fuploads%2FzvBic06mwacMPtZAxAtn%2F9.png?alt=media\&token=3869d3ea-8278-4aa0-8c84-8e5821ebd15a)