What is the difference between Executive, Team Leader and Team Member roles?
Executive users are able to see all deals, people and companies in the entire account. They also can set company ownership and view private activity notes. Team Leaders are able to see their own deals and any deals that are owned by users on their team. Team Members can only see their own deals, regardless if they are on a team. To control People and Company visibility for Managers and Basic users please visit the following link: https://app.pipelinecrm.com/admin/modern/teams