Guys,

Maybe I am missing something so hopefully someone will be able to help.

  • I am changing organization ownership from REP 1 to REP 2. 
  • I have changed person ownership for this organization from REP 1 to REP 2
  • I have changed deal ownership for this organization from REP 1 to REP 2

SETUP

Both REP 1 and REP 2 are set up as "regular users" with the same  set of permissions

REP 1 is part of visibility group territory 1, REP 2 is part of visibility group territory 2 - at the same "level" and both in hierarchy under visibility group "USA". 

Both REP 1 as REP 2 are part of the same team.

ISSUE

  • REP 2 can now see and access deal, person and organization that was assigned to REP 1 before
  • REP 2 can now see activities in the account that were created in the past by REP 1

but..

  • REP 2 cannot see emails that were exchanged between the customer and REP 1 in the past, even though REP 1 is sharing all emails in Pipedrive.

What am I missing here?