I was wondering if there was a way to add notes on deals that only a handful of users are able to view? We sometimes would need to add information that is confidential to our deals, but I haven’t found a working solution for creating notes or password protected documents to deals. Is this something that is possible?
Hi @Angela_Chan,
This is not possible on a by-note basis, unfortunately. You can’t mark a note as private, for example.
However, in the user permission, admins can specify whether users should be able to only their own notes, their team’s notes or all notes:
Best regards!