How to change deal´s "visibility to" selection

CEG
CEG Member Posts: 4 NEW MEMBER
First Comment Photogenic
edited March 12 in Sales CRM #1

How to change in the deal the selected "visibility to" from all users to Item owner?

I don't see this selection in the already created deal? So, how to change it?

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Best Answer

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,421 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #2 Answer ✓

    Hi @CEG you can find the visibility settings inside the item on the corner of your screen:

    Screenshot 2025-03-12 at 10.35.46 (2).png


    If it's not visible on your end, please check that you have been granted account settings access.

Answers

  • CEG
    CEG Member Posts: 4 NEW MEMBER
    First Comment Photogenic
    #3

    Great, this works!

    Thank you so much 👍

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