How to set permissions and visibility settings
Visibility groups dictate what information each user group can see. Administrators can make certain content visible to the entire team, certain data available only to sales managers and other information available to certain representatives. Some data may be shared between certain teams but not others. This is very helpful for growing companies that have different sales teams at each stage of the sales funnel. A permission set specifies the actions a user group is allowed to perform. For example maybe all contacts are visible to the entire team but only certain representatives can edit contact or transaction data.
Already a customer you can find step-by-step guidance onfor users on the Knowledge Base. You Can Solve Growing Pains with Permissions and Visibility Settings Privacy isn't the only excuse to change visibility and permissions settings. Here’s why you probably Email Marketing List don’t want your entire sales team to see the same information You don’t want all your reps chasing the same leads You don’t want reps duplicating work You want your reps’ attention to be focused on the deal they’re working on Of course you might Also wanting to keep certain transactions or information secret from certain teams or users lets us break them down quickly.
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It pretty simple that you don’t want all your sales reps chasing the same leads. Friendly sales competition may be healthy, but an ongoing battle between sales reps over one lead is never good for team morale or your prospects. You don’t want reps duplicating effort and you really don’t want reps performing the tasks of other team members. In addition to wasting sales time if multiple salespeople try to engage in the same activity you will almost certainly end up with incorrect data. What's even worse is if multiple sales reps call the same prospect. Repeated calls can confuse your prospects or, worse yet, scare away your prospects. You want your leaders to view your organization as consistent and trustworthy. If prospects think your sales team is sloppy then buying from you will feel risky. You want your team to focus on what’s important.
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