Permissions

Role Configuration

In Administration → Roles set permissions:

Entity	Action	Description
Lead	create, read, edit, delete	Leads
Opportunity	create, read, edit, delete	Opportunities
Account	create, read, edit, delete	Accounts
Contact	create, read, edit, delete	Contacts
Meeting	create, read, edit, delete	Meetings
Call	create, read, edit, delete	Calls
Task	create, read, edit, delete	Tasks
Email	create, read, edit, delete	Emails

Recommended Permissions by Role

Role	Lead	Opportunity	Account	Contact
Sales Rep	CRUD own	CRUD own	CRUD own	CRUD own
Team Leader	CRUD team	CRUD team	CRUD team	CRUD team
Sales Manager	CRUD	CRUD	CRUD	CRUD
Administrator	CRUD	CRUD	CRUD	CRUD

Visibility Levels

Level	Description
Own	Only own records
Team	Records of own team
All	All records

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