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How to hide accounts, individual customers and opportunities to sellers who are not owners?

Hi Communitty,

Could you help me explain if possible, to hide Accounts, Individual Customers, and opportunities to users who are not owners?

It is a little confusing for me, in the company where we are implementing C4C, they require that the sellers can not see the accounts, Individual Customer and other opportunities.

The only authorized role is the Sales Manager, there is some real procedure for this.

I have been reading about the territories but it is not so clear to me if, I can perform the requirement using only territories.

Thanks in advance

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  • Best Answer
    Feb 05 at 01:08 AM
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