Marketing Specialist
Joined October 2015

How Can I Map A New Visibility Setting To Every Deal/Person/Organization Currently Existing In The System?


Not answered yet
Joined October 2015
Responded over 2 years ago
Note: Admin rights are required to perform certain actions listed in this article. You can update all existing data (deals/people/organizations) with a visibility setting under Settings > Users & Permissions. Once you’re there, select a default visibility to the type of record you're trying to map onto. You'll then be given a prompt, asking if you'd like the system to map this visibility setting on to every record in the system. You can select ok or cancel. Selecting ok will map the new visibility setting to every record. Selecting cancel will just set your new default setting for all future records, but NOT map that visibility setting onto any of your records.
Know the answer?
Looks like you’re not logged in.

Users need to be logged in to answer questions

Log in