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Can I write notes on customers that only I can see?

+6 votes
asked Feb 8, 2016 in General by Max Yogo (Squire) 77 views
I have some customers that I don’t want the entire team to see. When I add notes on a customer, do the other colleagues see the notes, or only me?

1 Answer

0 votes
answered Feb 8, 2016 by DianaS [Hubgets]

Hello Max,
 

You can insert notes on customers who are imported as private contacts, and in this case, only you will be able to see the notes.
However, in order to collaborate with your team, it is best if the company contacts are kept public, so that everyone can have access to and contribute to the notes.