Communicate Restrictions Apply to Sequences
Sep 6, 2018 11:56 AM
If you are able to restrict who users can communicate with, this restriction should apply to Sequences as well.
Sales Rep 1 has Sales Pro seat and can view all contacts, but communicate and edit only those that they own or are Unassigned.
They should be able to email, send sequences, call, etc. their contacts and unassigned contacts.
They should NOT be able to email, call, or enroll contacts who are assigned to another Sales Rep.
Currently, Sequences completely ignores the communication restrictions unless directly in the Contact record.
Fixes such as Lists and Filters that show only the rep's assign contacts are not the answer to this, as reps can choose not to follow those instructions.