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What is the difference between Executive, Team Leader and Team Member roles?

Maria Herrell
Updated 9 months ago
  • 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 Users in Account Settings then click on the team name.

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