Notes: Keep Sensitive Data Private with Private Notes
|Available in: Group, Professional, Enterprise, Performance, and Unlimited Editions|
As your reps develop business relationships with their customers, they can become privy to confidential information. They could learn about an upcoming product launch, or the timing of a new initiative. They want to record this information, but don’t want everyone to be able to see it. That’s when private notes come in handy.
- Visible to Records
- Anyone with read access to the related record can see the note.
- Privately Shared
- The note is visible only to the rep and people the rep has explicitly shared it with.
- Only the owner of the note can see it.