Please make Admin able to make their activities only seen by other Admin or hidden
Other users could make comments, notes, additions or suggest date changes, but not delete or edit the activity, notes or content you have within them.
Comments
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Hi @Tobhiyah Green, thank you for your input! We appreciate it and use it to give our teams thinking points to be considered in the future.
Our tutorial about Visibility Groups can help you achieve what you're looking for (except for activities that aren't linked to a Lead, Deal, Person, or Organization). Check out our Academy video too for practical examples. 👩🎓
If after that you still have questions, please reach out to our Support team, who are able to do all the necessary troubleshooting and advise you.
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I see the same problem, that their is no way to set permissions for who sees other users activities. "See other users data" is the only way to give users the permissions to assign deals to other people. However then you can also partially see their activities. Not working well in my opinion.
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Is this possible now? We have activities assigned to us (admins) that are not relevant for the sales team to see. These activities are sometimes linked to a deal or a person, say the tasks says "update information." We'd like our sales to be able to focus on the more important information on the deal and not be bombarded with seeing activities that are not relevant to them.
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