How to Use Group Visibility in CRM More Effectively
Before creating your next Lead or Opportunity, take a moment to review visibility settings. Here’s how to approach it strategically.
Set the right visibility when creating records
You can define visibility for Contacts, Leads, Opportunities, and Organizations. Choose between Private, Group, or Organization based on who should access the record.
Use 'Private' for sensitive records
Private records are only visible to the owner and group owners of that group. Ideal for confidential leads or early-stage opportunities.
Use 'Group' for team collaboration
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