How to control who sees what in CRM

CRM lets you decide how much of the pipeline each person can see.

The three access levels

For each area (leads, pipeline, accounts and so on) a role can be set to:

• Everyone: sees all records.
• Team: a team lead sees their team's records.
• Assigned only: a rep sees only their own records.

Roles are customised in Settings → Roles & Permissions. See Users, Roles, Teams & Permissions.

Assign and reassign leads

1. Select one or more leads.
2. Choose Assign and pick a person from the picker, which is grouped by team.
3. Confirm. Every handover is recorded, and the supervisor of the team member who receives the work is notified.

File records to a team

Use the bulk "file to team" action on leads, opportunities and accounts to move many records to a team at once.

Separate permissions

Leads, pipeline, customers, reports (view and export) and integrations each have their own permission, so you can, for example, let someone see reports but not change integrations.