I am on the trial professional plan, and I am trying to figure out the visibility settings. I have watch the videos on how to set things up. It sounds straightforward but I am not getting the desired result.
I created a group for callers or sales rep with the below settings but when I open the caller account from an incognito window, I am getting the message "you are not allowed to see the detailed information due to visibility settings".
This deal is assigned to the non admin user. Any help would be much appreciated.