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I need everyone in Company to see Leads and Accounts, but only want limited information to be seen.

Question asked by Bret Helenius on Aug 20, 2015
Latest reply on Aug 21, 2015 by Alex Nassi
I have sales agents that need to be able to see if a company is already owned by another sales person, but I don't want all information to be seen (like contracts, notes, events...).  The sales agents need to be able to check to see if this company is available to pursue or if they are owned.

Is there a heirarchy or rule that could work for this scenario in Professional?

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