Why can't I see a Deal change a colleague made?

Mark Jones_29195
Mark Jones_29195 Member Posts: 2 VERIFIED MEMBER
edited May 2022 in Sales CRM #1

A colleague add an email to a Deal I own, but I don't see the change on desktop or phone app. I know the change is there, she sent me a screen shot. I'm an Admin user  on the system and the change was made >6 hours ago.

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2021 #2

    Hey Mark,

    I would check if its the same Deal [using the deal ID]

     

  • Mark Jones_29195
    Mark Jones_29195 Member Posts: 2 VERIFIED MEMBER
    edited February 2021 #3

    Thanks Boris, yes it is the same deal id. Turns out the issue was down to email privacy. My colleague had used the Bcc: function but had not set her preferences correctly so it was not visible. Sorted now.

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