Restrict salespeople views to only their companies
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Socrates Concepcion
I would like to restrict salespeople's view to see only companies assigned to them in the CRM.
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Gabriel Tsoi
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Hey Socrates Concepcion, there's now an option to restrict salesperson's view to see only the companies assigned to them in the CRM, you can find the configuration under Adminstration -> My team -> Edit member -> Check on "Companies assigned to the user" under Cann manage companies in the platform.
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SAGE SHAW
Also these changes below would be necessary - Ensure that salespersons can't see Vandesta brand, or any other related brands.
Adjust the settings to make the inbox private and hide vendor messages.
Ensure that salespersons can only see accounts that are assigned to them.