Is there an option to hide the customer list from new sales team members in business hub?

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Ali Momin

• September 19, 2021 22:13

Whenever we hire new sales team members and give them their username and password to take orders on new orders on or off-premises, they are able to see companies' existing customer lists upon creating quote or an order. How can you prevent that so they can only access to customers they took not companies? 

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  jonathan ittah

  • May 26, 2026 18:23

  ANY DEVELOPMENTS ON THIS?
  
  THIS IS ALMOST A DEAL BREAKER FOR ME

  I HAVE MANY FREELANCE SALESPEOPLE I WOULD LIKE TO ADD BUT CANT BECAUSE OF THIS

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