CRM Permissions

Good Morning All

Hopefully someone can help

I’m looking for a way to lock down the CRM so that only the contact owner (and admin) can see details for their contacts (and organisations). We employ lead generators from external companies and would like to protect our customer base from potentially ‘unethical’ lead gens.


Hello @curatrix_pl ,

We don’t have the information available off-hand but we’ll get them for you and provide you with an update as soon as we can.

Kind Regards,

Hi @curatrix_pl,

This feature is currently not available, however, we can pass this along to our product development team to review if the feature can be implemented.