Jul 24, 2020 6:40 AM
I have a user who manages a sales team, and does not want her tasks to be seen by anyone in her team, yet she wants to see everyones tasks .
Can anyone suggest how I can do this ?
Jul 27, 2020 6:04 AM
Thanks for reaching out.
This article might be a good starting point for you.
By default, all users have access to contacts. On the Contacts tab, you can set more granular permissions and restrictions for contacts, companies, and tasks, and other functions relating to the CRM.