CRM Agent Restriction

Table of Contents

In our IMPAKTT CRM, you can easily restrict CRM Agents to only see deals created or assigned to them.

CRM Agent Restriction #

  1. Go on left Menu -> Search CRM. Go to Order Configuration under CRM.
  2. Scroll down to, the end of the page, option “Enable CRM AGENT SEE ALL DEALS”. Click on “NO”

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