allied 0 Posted February 4 Report Share Posted February 4 What is the best practice for assigning and visibility of records when wanting to keep new leads and contacts private? Quote Link to post Share on other sites
jack 7 Posted February 4 Report Share Posted February 4 You can set the record to visibility to private, or set the access rules for roles by going to admin->user management-> edit user permissions & access rules.-Jack Quote Link to post Share on other sites
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.