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Locking Views for opportunities in ACT! 2009

New Member
Posts: 1
Country: Australia

Locking Views for opportunities in ACT! 2009

Hi,

     Im quite new to ACT! is it possible to make it so only some users can few opportunities in ACT? I have 5 different users and i would like 4 to be only able to see there own and the 5th to be able to see them all? is that possible?

 

Thanks Smiley Happy

Nickel Super Contributor
Posts: 843
Country: United States

Re: Locking Views for opportunities in ACT! 2009

You should be able to set this up using ACT! security roles.

Security Levels in ACT!

Rita Kogstad
RKA Associates
Stamford, CT