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December 23, 2019 at 9:52 am
#60360
Jay
Participant
Hello,
It’s not the Employee actually, Agent. CRM agents have access to the contact, Employee doesn’t have.
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.
So, please make sure you do not have an agent role, rather, you have a CRM manager role from your user profile. Reference screenshot: https://prnt.sc/onr99a
I hope this helps 🙂