Hi GHL Community,
I'm trying to ensure my Sales/Admin users (who have 'Assigned Only' permissions for conversations) truly only see conversations relevant to their assigned opportunities.
Scenario:
- One contact has multiple opportunities (e.g., a Sales Opp assigned to "John," and a CS Opp assigned to "Jane").
- Both "John" and "Jane" have 'Assigned Only' conversation visibility in their User Role.
Problem:
- When "John" (Sales) logs in and goes to the Conversations tab, he's seeing all conversations for that contact (including the CS one), not just the ones related to his assigned Sales opportunity.
How can I strictly separate conversation views in the Conversations tab so that users with 'Assigned Only' permissions only see what's related to their specific assigned opportunities, even if the contact has other opportunities assigned elsewhere?
Any best practices or workarounds are appreciated!
Thanks!