My sales reps are hoarding their best leads inside their personal notes instead of sharing them in the shared CRM workspace. What permission changes or accountability features can I turn on to fix this visibility problem?
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The searches the AI actually ran for this prompt.
SEED QUERY
My sales reps are hoarding their best leads inside their personal notes instead of sharing them in the shared CRM workspace. What permission changes or accountability features can I turn on to fix this visibility problem?
1 real search · 1 real-search pass
CRM lead visibility permissions shared notes audit logs required fields sales accountability Salesforce HubSpot documentationGoogle ↗
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Searches and sources
ChatGPT1 real searches · gpt-6
CRM lead visibility permissions shared notes audit logs required fields sales accountability Salesforce HubSpot documentation Google ↗
- HubSpot user permissions guide · knowledge.hubspot.com
- HubSpot user permissions guide · knowledge.hubspot.com
- Display and Edit Leads · help.salesforce.com
- Salesforce Security Guide · resources.docs.salesforce.com