If a salesperson or multiple salespeople in your business are responsible for specific customer accounts, you can use assign them so only they can access the record
- Access the account or lead record you want to associate sales reps to
- Click "Add New" in the Sales Reps area of the record
- Select the sales rep you want to add from the drop down and click "Add"
Note: A user with any manager role (i.e. Operations Manager, Finance Manager, Sales Manager) will also have access to the accounts with assigned sales reps. These user roles also have access to trips which these accounts are assigned to.