Assigned User Data Only - Private Conversations
J
Jacob Radcliffe
Currently if you are using assigned user only, then you still see the entire conversation feed.
Joe is Sales Rep - has Assigned User Only - He sees conversations and opportunities that were assigned to him.
Jim is the Finance Manager - he only wants to be in conversations when its his time to do get a financing quote for the client and private information might get exchanged
Joe can see Jim's conversations. Jim doesn't like that and wants Joe to be restricted to seeing only sales conversations with the client. We need a new toggle that only allows Joe to see Joe's conversations with the client the same as if Joe is operating his email client outside of the GHL interface.
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A
Amber Sweaza
Yes!!! This is a HUGE problem! The way it should work is a user with an assigned phone number should be able to have conversations and an admin is the only one able to see all conversations. Users should not be able to see other users convos, only those sent from and to their assigned phone number.