Restrict salespeople views to only their companies
S
Socrates Concepcion
I would like to restrict salespeople's view to see only companies assigned to them in the CRM.
Log In
S
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.