Can I share a lead or its history with someone else?

Yes: every conversation — summary and full transcript — forwards by email or WhatsApp from the dashboard in two clicks, to a partner, an associate, or the end customer themselves. A read-only viewing link shares one complete record without opening access to your account. As for the appointment, it goes straight to the customer as a Google Calendar invite — nothing for you to relay. What never gets shared without your action: the data stays within your perimeter.