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Articles tagged "Public," returned 7 results.
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Create Dashboards or Menus for your team
Create Homepage Dashboards or Menus for your team and make them public. This will help to make sure everyone is working from the same sales data. Dashboards can be created...
How Can I Restrict Access?
...access set to: Public – all users will be able to access the record. Team – the Account Manager, other team members of the Account Managers team, plus assigned manager,...
Create a Lead List
...Access Mode can be set to Public, Team or Private, this can be set depending on who will require access to the leads list. Choose your Promotion Mode from Anyone...
Importing your Leads
...List Status can be set to Open (Leads editable) or Closed (Leads hidden). Access Mode can be set to Public, Team or Private. Choose your Promotion Mode from Anyone or...
Teams & security for Sales
...to view these. Public – all users have access Team – only the users in the same team as the owner of the Opportunity have access Private – only the...
Creating An Opportunity
...Security field in combination with the Owner field. Info Public: Record is accessible by all usersTeam: Record is only accessible to the owner of the opportunity as well as users...
Creating Accounts & Contacts
...from the following options: Public – all users have access. Team – the Account Manager, other team members, the assigned manager, executives and/or administer groups have access. Private – can...
