Our platform is designed for a law firm. Contacts are not shared between attorneys, but if they want to share a contact, we created a field for that purpose. When they share a contact with a fellow attorney, they only see their emails, based on the permissions settings. On the deal side, we relabeled it as “Prospective Client Opportunities” and are using the collaborators tab so attorneys can see the deal’s status and information. However, based on the permissions we set, they cannot see other attorneys’ emails associated with the deal.
Is there a way for attorneys to view deal activities such as emails, notes, and calls without seeing this information at the contact level?