Block accounts from being contacted by someone other than company owner

[ploklue]

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

[ErinStudstill · Accepted solution]

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.

Hope that helps!