Administrators of Workspaces can set default permissions for Deals created in the Lead or Application stages. Refer to "What is Deal Permission?" for more details.
To set default Deal Permission, Administrators can go to the "Settings" page:
From the "Settings" page, select "Defaults":
The "Defaults" page will allow you to select either:
- Everyone - which means by default, EVERY user in the system will have access to the Deal.
- Creator - which means ONLY the user who created the Deal, Administrators and Managers can see the Deal.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article