We would like to create a setting such that a Deal Owner could only see their contacts (leads) in the system.
I know this is currently possible by selecting a Deal Owner’s name from a drop down menu in the Deals Pipeline view. But we would prefer to change the user settings for salespeople so that they don’t have the ABILITY to see any contacts, other than the ones they are assigned to.
Thanks.
Hi there, Amy from ActiveCampaign’s Customer Experience Team. We’re just refreshing our forum page and I wanted to add some help here for anyone who comes across this page/question/post.
Thank you so much for your feedback! I would highly recommend that you share this idea here https://ideas.activecampaign.com as our developers are always looking to ways to improve the platform for our users.
Any questions or additional ideas, thread them below!