Visibility settings for Activities - asking for a feature
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Metta Solutions
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Is it possible to get separate visibility settings for activities? I have a team managing the CRM function that does not need to see sales and activities. I've been able to restrict access to everything that is not an activity connected to a contact. If activities are connected to deals or leads, they won't see them, but I'd like this team not to have access to activities that they do not own. That seems like a visibility setting. This is a feature request, 😀politely offered.
Thanks.
Sharon Hull
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Comments
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Hi Sharon,
Activities should always be connected to a deal, contact, and/or org.
If they are not, they are most probably created because of a 2-way synchronization between your calendar and Pipedrive.
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