I am the CEO of a small technology business and need to keep some of my sales accounts and associated contacts, activities, and events private, while sharing other accounts with with my subordinates.
I thought there might be a simple check box within the accounts form to do this, similar to the "share emails" check box that is within the contacts form, but there is no such box.
I also thought of making my accounts, contacts, and activities private, and then assigning any shared accounts to my subordinates. This does not work for us, because we also work as a team, and my subordinates need to see my activities for all shared accounts.
There must be a way for the CEO to make select accounts, and their associated contacts, tasks, and events private, but I have not found it. Can you please help me out?
Thanks!