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Not sharing opportunities among users

Copper Contributor
Posts: 27
Country: Malaysia

Not sharing opportunities among users

Hi,

 

I have created a few remote databases to split the number of contact records that each sales person get according to a custom Sales Person field. For example, if a contact record with Sales Person field data = User A, then User A will get this contact record in his remote database.

 

After creating the remote database, I manage to split the records according to the sales person successfully. However, the sales opportunities records that are created by a sales person can be viewed by other sales person (but not edit). For e.g., the opportunities created by sales person A can be viewed by sales person B.

 

How can i limit that sales person B cannot view sales person A opportunities?

 

Appreciate your feedback. Thanks.

Nickel Contributor
Posts: 173
Country: Australia

Re: Not sharing opportunities among users

Assuming you are using the premium version of ACT! you can apply limited access to Sales opportunities.
There is no way I am aware of to do this via the sync set but a nice feature upgrade.
Travis Rosevear ACC for
Act Today Australia and New Zealand
Copper Contributor
Posts: 27
Country: Malaysia

Re: Not sharing opportunities among users

It's too much a hassle to set access level per opportunity
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Not sharing opportunities among users