Block accounts from being contacted by someone other than company owner

SOLVE
ploklue
Participant

Hi,

 

I would like to set up a workflow that prevents users from contacting accounts that belong to someone else (have a different "contact owner").

 

Ideally, I would like for everyone on my team to be able to see the record, but only the owner of that account can contact them.

 

Is this possible?

 

Cheers,

Plo

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1 Accepted solution

Accepted Solutions
ErinStudstill
Solution
Contributor

Hi!  Not sure you need a workflow, as this is available in user settings.

View Everything would allow everyone to see the record, but Communicate on owned only, would only let the Contact Owner Call, Email, or schedule a meeting.

 

User Settings.jpg

 

Hope that helps!  


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ErinStudstill
Solution
Contributor

Hi!  Not sure you need a workflow, as this is available in user settings.

View Everything would allow everyone to see the record, but Communicate on owned only, would only let the Contact Owner Call, Email, or schedule a meeting.

 

User Settings.jpg

 

Hope that helps!  


banner

 

View solution in original post

0 Upvotes