# How to share CRM Limits with your Customer / Sub Account?
Published: 2022-07-09
Tags: crm, template messages, D2C for whatsApp, #whatstoolapi, #whatstool, #whatsappapi, whatstool business, whatsapp cloud api, whatstool business api, multiple agents, whatsapp marketing, whatsapp api, whatstool business app, chatbots, crm tools, whatapp action button
Tag URLs: crm (https://blog.whatstool.business/tag/crm), template messages (https://blog.whatstool.business/tag/template-messages), D2C for whatsApp (https://blog.whatstool.business/tag/d2c-for-whatsapp), #whatstoolapi (https://blog.whatstool.business/tag/whatstoolapi), #whatstool (https://blog.whatstool.business/tag/whatstool), #whatsappapi (https://blog.whatstool.business/tag/whatsappapi), whatstool business (https://blog.whatstool.business/tag/whatstool-business), whatsapp cloud api (https://blog.whatstool.business/tag/whatsapp-cloud-api), whatstool business api (https://blog.whatstool.business/tag/whatstool-business-api), multiple agents (https://blog.whatstool.business/tag/multiple-agents), whatsapp marketing (https://blog.whatstool.business/tag/whatsapp-marketing), whatsapp api (https://blog.whatstool.business/tag/whatsapp-api), whatstool business app (https://blog.whatstool.business/tag/whatstool-business-app), chatbots (https://blog.whatstool.business/tag/chatbots), crm tools (https://blog.whatstool.business/tag/crm-tools), whatapp action button (https://blog.whatstool.business/tag/whatapp-action-button)
URL: https://blog.whatstool.business/how-to-share-crm-limits-with-your-customer-sub-account-1

![](https://prod.superblogcdn.com/site_cuid_cl42o8cru128221np38sipih76/images/how-to-share-crm-limits-with-your-customer-sub-account-1659684322185-compressed.png)

## 1\. Click on Go To CRM

![Click on Go To CRM](https://images.tango.us/public/screenshot_ab15b85b-595e-4017-86db-56b11bca67ba.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4856&fp-y=0.6825&fp-z=2.1638&w=1200&ar=2880%3A1452)

## 2\. Click on Subscriptions

![Click on Subscriptions](https://images.tango.us/public/edited_image_baf913f7-5a4b-46e0-83d4-5bccff78f013.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.1228&fp-y=0.8786&fp-z=3.0000&w=1200&ar=2880%3A1452)

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

![Click on view icon to see the existing limits shared by you](https://images.tango.us/public/screenshot_b2a4e36f-2f78-4a23-8da3-f45f230ebb36.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5543&fp-y=0.4829&fp-z=1.1102&w=1200&ar=2880%3A1452)

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

![Existing shares can be seen like this](https://images.tango.us/public/screenshot_b15cc586-02c6-476d-bc38-aa936e971014.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5283&fp-y=0.5283&fp-z=0.9463&w=1200&ar=2880%3A1452)

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

![Click on Share Icon to share the limit to your Sub Account](https://images.tango.us/public/screenshot_62ca3180-bbfc-47a5-8ed8-0f2fb7780996.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&fp-z=1.0000&w=1200&ar=2880%3A1452)

### 6\. Type the 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.

![Type Full Email ID of your Customer](https://images.tango.us/public/screenshot_583aa317-896f-44dc-a310-d5a148f03750.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4993&fp-y=0.4532&fp-z=1.6180&w=1200&ar=2880%3A1452)

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

![Type the Quantity you want to share.](https://images.tango.us/public/screenshot_4790ffa6-1a76-4f7a-abe4-52b6de0a28c9.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4993&fp-y=0.5000&fp-z=1.6180&w=1200&ar=2880%3A1452)

### 8\. Select the Share Type

You can share products with Customers in 2 types

1) Revocable

2) Irrevocable

Revocable can be Revoked / Taken Back

Irrevocable can never be taken back!

![Select the Share Type](https://images.tango.us/public/screenshot_4e97cbfe-15d7-4533-bc2d-600dd6eb4051.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4993&fp-y=0.6832&fp-z=1.6180&w=1200&ar=2880%3A1452)

### 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 the Expiry Date!

![Set An Expiry Date - Only For Revocable](https://images.tango.us/public/screenshot_0a1b7f44-68ab-4a41-ac18-7e861d7ad0ad.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4844&fp-y=0.5052&fp-z=1.8317&w=1200&ar=2880%3A1452)

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

Click on Sub Accounts

![To view your Sub Accounts & Total Sub Account Limit](https://images.tango.us/public/edited_image_a67a108f-31eb-4652-8d6d-7a4cd5d78a33.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4768&fp-y=0.3294&fp-z=1.5464&w=1200&ar=2880%3A1452)

### 11\. Click on View Icon

![Click on View Icon](https://images.tango.us/public/screenshot_dad4e1ed-79aa-4dfb-b3d3-faf417db5115.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5459&fp-y=0.4829&fp-z=1.1102&w=1200&ar=2880%3A1452)

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