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Teams & security for Sales

  • opportunities

  • security

  • teams

  • sales

  • sales_team


Your Accounts might be global but your Sales don't need to be.

Set the security at Opportunity Level to ensure only the right users will be able 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 owner of the opportunity has access 



Note: The field called Security might need to be added to your Opportunity screen - see our Settings to find out how to do this.


To find out more about Team Security click here.