Separate user permissions for Deals and Contacts
Apologies if there is an existing idea for this, I cannot seem to find one but have seen comments on other ideas that show me this is something that others seem to be struggling with.
I would like to be able to set separate permissions for my users for deals and contacts.
I am sure others would have different requirements, but for our use case, what we need is the ability for users to have different permissions:
for Contacts: View Everything, Edit Owned Only,
for Deals: View Owned Only, Edit Owned Only. (or Team Only for branch managers)
In our context, Real Estate, a Contact can (and will) have multiple deals with multiple users, often simultaneously. They could be buying a property and selling an existing one, or buying multiple properties from multiple users.