Additional Information: Privacy of Leads

Close does not currently have a way to completely hide certain leads for certain salespeople. However, you can set up User Roles to limit users' ability to delete leads or edit/delete other users' activities within Close.

All leads within an organization are visible because Close is designed for a collaborate sales process. We believe this can work for most companies, especially when combined with User Roles.

You can also create Smart Views per-user so that – when using the Smart View – each salesperson only sees "their own" leads. Smart Views are helpful for workflow clarity purposes, yet it doesn't prevent access.

Also, see Lead Assignment.

Additional Information: Privacy of Leads

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