what CAN a view-only seat user do?

Hi @CDay51,

Happy to help here.

  1. No, using the BCC address requires personal email access which is not included in a view-only seat: Log email in your CRM with the BCC or forwarding address
  2. No, since a view-only user cannot create contact records, only view them.
  3. No, since a view-only user cannot create notes, only view them.
  4. No, since a view-only user cannot create tasks, only view them.
  5. No, since a view-only user cannot edit deals, only view them.

See below:

Best regards