8,849
edits
Changes
→Restrictions
* '''Restrict Editing Activity'''<!--NOEDITACTIVITY--> - Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected.
* '''Sales Tracking - Leads Only'''<!--VIEWLEADONLY--> - [[Role|Roles]] with this restriction can only see the leads section in the [[Sales Tracking]] application.
* '''View Assigned Company Category Only'''<!--VIEWASSIGNEDCATONLY--> - [[Role|Roles]] with this restriction can only see the [[CategoryClient Categories|categories]] which have been assigned to their company.
* '''View Associated Company Only'''<!--ASSOCIATEDCOMPANYONLY--> - [[Role|Roles]] with this restriction can only see their own company and those companies that have been associated with their company.
* '''View Own Company Contact Only'''<!--VIEWMYCOMPANYONLY--> - [[Role|Roles]] with this restriction can only see the contacts associated with their company in the [[organization]] [[hierarchy]].