Reply To: Contact created by one employee is not visble to other employee.

Front Page Forums CRM Contact created by one employee is not visble to other employee. Reply To: Contact created by one employee is not visble to other employee.

#60360
Mehedi Hasan
Member

Hello,

It’s not the Employee actually, Agent. CRM agents have access to the contact, Employee doesn’t have.

Let me describe how CRM contacts work:
-> Contacts can be seen by the contacts owners only, if you are an Agent. An agent can not see other agent’s contacts.
-> Manager can see all. All the contacts event if it owns by other agents as Manager has all the rights to see all.

So, please make sure you do not have an agent role, rather, you have a CRM manager role from your user profile. Reference screenshot: https://prnt.sc/onr99a

I hope this helps 🙂

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