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Separating access to accounts by sales rep

ISS
New Member
Posts: 3
Country: USA

Separating access to accounts by sales rep

Hello, I am using Act 2012 premium and I recently hired a new sales guy who would like to use act but asked if other sales people not to be able to see his accounts and opportunities. I have 5 sales guys and the question would be can i separated the sales guys from seeing others accounts and opportunities?? As an admin I have to see all. When we first purchase the product we were told it could be done. Thank You.
Nickel Super Contributor
Posts: 843
Country: United States

Re: Separating access to accounts by sales rep

You can use Limited Access to accomplish this if you have the Premium product. 

See KB 15228 

Rita Kogstad
RKA Associates
Stamford, CT