For instance, there's a correspondence with a real estate attorney that I don't wants sales representatives natives to see.
Best answer by Evan from Copper
View originalFor instance, there's a correspondence with a real estate attorney that I don't wants sales representatives natives to see.
Best answer by Evan from Copper
View originalIf the real estate attorney isn’t logged as a Lead or Person in Copper, then the communication wouldn’t be tracked.
However, if you want the real estate attorney to be logged in Copper, you can still restrict access and visibility to your team through Copper’s Teams and Visibility Permissions.
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