Vital CRM
How do I get the customer permission information from "User Setting"?

How do I set customers permission so that it can be only see by their own salespeople?

1. Go to [Customer > More criteria], put your name in [Created by] and click [search]


2. Click on [Actions for customer(s)] in the upper right corner, choose [Set Permissions] in the drop-down list





 

[Customer > More criteria > Created by (put your name) > Search > Actions for customer(s) > Set Permissions]
https://faq.vitalyun.com/EN/CRM#3841
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