Massimiliano Meroni - PDI

1. Community
2. Feedback - Sales CRM (Sell)
3. Sales Triggers - we want your feedback!

will there be in the future triggers and automation as in support?  what can be done now is really basic 

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• Massimiliano Meroni - PDI
• Created May 20, 2022 07:20
• 0 votes

1. Sell
2. ...
3. Managing users
4. Setting up a role with advanced permissions in Sell

hello Is it possible to make a role where the agent cannot delete any record? Our goal is that no salesperson can delete any opportunity contact or lead. thanks

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• Massimiliano Meroni - PDI
• Created October 06, 2021 13:51
• 1 vote