Each solicitor can only see the opportunities they are assigned

I noticed that if a prospect has 2 proposals on their record and each proposal has a different solicitor, that the each solicitor can see the others opportunities on the record.  Having the ability to define what opportunities the solicitor can see (all, own) would be helpful

  • Guest
  • Feb 10 2017
Opportunities
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  • Melissa Graves commented
    August 21, 2018 14:01

    I think you can do this already, can't you?

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