Confidential Deals in CRM

Confidential Deals in CRM

Hi there,

One of the guys in my team has asked if Zoho have anything in place to hide confidential deals in the CRM? Restrict the access to just him for that particular job? He is apart of a wider team, so he will need to share some of his other deals, however some of them are private and cannot be viewed by other people in the organisation.

How can I set up a private view? Is this possible?

Thanks!