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

Julian Strobl
Julian Strobl Member Posts: 19 VERIFIED MEMBER
10 Comments 5 Likes Name Dropper Photogenic
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!

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Answers

  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 146 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Name Dropper 5 Likes
    #2

    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 VERIFIED MEMBER
    10 Comments 5 Likes Name Dropper Photogenic
    #3

    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

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