Stored Contracts and Company Documents

Yes, you can do that. If you provide CRM Agent permission to an Employee, he/she can see and manage contacts that they owns. Let. me describe:

Let me describe how CRM contacts work:
-> Contacts can be seen by the contacts owners only, if you are an Agent. An agent can not see other agent’s contacts.
-> Manager can see all. All the contacts event if it owns by other agents as Manager has all the rights to see all.

I hope this helps 🙂

Hello there,

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