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Leads, Contacts, should be visible and updated by owner only

In CRM Leads, Contacts, Business Account and all these entities should be visible and update by their owners not all sales person (Employee) can update and view them. 

  • Guest
  • Jan 30 2015
  • Gathering Feedback
CRM
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  • Douglas Johnson commented
    July 24, 2018 19:56

    Can the employee's 'boss' see their leads? Can members of the same team see the leads?

  • Jacqueline Hoyte commented
    July 03, 2018 19:48

    If you cannot assign a contact or lead to a particular owner then the ability to make the contact/account Private.