Add Team Lead Role with Limited to Team's Data Access Only
A
Abdul Aziz
It would be great if Team Leads who can only see and manage their own team’s data (leads, conversations, opportunities, etc.), instead of having visibility into all users’ data within a sub-account.
This feature would:
Improve data privacy between teams
Allow better accountability for sales managers
Make it easier to organize multi-team operations within the same account
Right now, we can’t fully separate access by team, which is challenging for businesses managing multiple sales groups.
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