Is there a possibility to allow everyone to delete Deals and contacts in PD?

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Julian Strobl
Julian Strobl Member Posts: 19
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edited July 2023 in Sales CRM #1

Dear Community,

So far, only Admins can delete contacts, organisations and Deals. I would like to allow all Sales-Team-members to do that. Is that possible?

Thank you so much for your help in advance!

Answers

  • Andre Vill
    Andre Vill Member Posts: 131
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    Hi Julian!

    You can change your permission sets in Company settings. There are options for adding all of those permissions to a regular user in there.

  • Julian Strobl
    Julian Strobl Member Posts: 19
    First Comment 5 Likes Name Dropper Photogenic
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    Hi Andre :)

    I know that I can give users admin access, but thats what we want to prevent. I just want all the salesforce in our company to be able to delete single contacts or deals without making them admins.

    Any idea?


    Kind regards

    Julian