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Roles & Permissions
Limit Sales Rep Access in Client Intelligence to Assigned Territories/Accounts
Partner requests the ability to restrict sales reps’ access in Client Intelligence so they can only view accounts or territories assigned to them. Currently, sales reps have visibility into all accounts, which is a concern for data integrity. Adding permission controls to limit access would help ensure that sales reps only see the relevant data for their territory or assigned accounts, supporting privacy and proper data segmentation.
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Roles & Permissions
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