1. Find the Share Option: Go to the funnel or website you want to share. Click on the actions dropdown menu and select the share option. 2. Create a Shareable Link: Clicking the share option will generate a link. You can set the link to be accessible by anyone or limit access to users within a specific sub-account or agency. 3. Distribute the Link: Copy the link and send it to the recipient. Ensure the recipient is registered in the CRM system for the link to work properly. 4. Recipient Adds to Their Account: The recipient will be prompted to add the funnel or website to their account upon clicking the link. They can choose to rename it and select the appropriate sub-account for addition. 5. Complete the Cloning Process: The recipient finalizes the addition by clicking "Clone Funnel" or "Clone Website," thereby transferring the project to their sub-account. Real-World Scenarios Agency-to-Client Transfer: Agencies can share completed funnels or websites with clients, allowing easy integration into their accounts. From Testing to Production: Designers can move projects from a test sub-account to a live environment once they are ready. Team Collaboration: Agency teams can exchange funnels and websites for review, feedback, or further refinement. FAQs and Troubleshooting Recipient Unable to Add Funnel or Website? Confirm that the recipient is a CRM user and check that the link’s access settings are correct. Revoking Access: You can deactivate the shared link at any time by adjusting the share settings and removing permissions.