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KKerr53
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Member since ‎Feb 9, 2024
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Kimberly Kerr

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ELutey9 on February 02, 2022
Is there a way for two people in one company to share (own) a client record? Is this a setting preference, best practices, etc. Example: Prospect has communicated with two different team members. Teams have agreed to work the account together read more
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February 09, 2024
In my case the 2nd Contact owner has limited permissions to only see their own contact info. will they be able to see the other owners notes or only ...read more
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