Desking proposal visibilty
R
Ruben Soltren
provide permission setting making desking proposals visible on customer activity logs. For instance, sales managers can see them all, while sales people cannot see any.
Shelby Parker
Thanks for raising this, Ruben Soltren — really helpful suggestion. I can see how having a permission setting to control whether desking proposals show up in customer activity logs (e.g., managers can view all, reps can’t view any) would make visibility a lot cleaner. I’m sharing this with the team for review, and if we need a bit more context on your roles/permission setup, I’ll follow up with a couple quick questions.