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February 11, 2021 at 10:18 am
#87695
Participant
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 🙂