Once you have signed into the Deskera Mobile App, click on the CRM Module, and select the Contact options. Here you can add all your list of contacts used only in the CRM Module.
While creating a contact, you will come across this term visibility on the screen.
Click on the drop-down arrow, and you’ll see a few options such as private, team, and everyone.
The meaning of each of these terms are explained below:
1. Private: Only you ( the creator of the contact) will have access to view and edit the information of these contacts.
2. Everyone: All users in the system have access to view the contact information.
3. Team: Only the users in a team can view the contact information.
With the visibility function, the business owner can control the contact’s information to prevent over-sharing to unnecessary users. They can control how much visibility they want to be given to the record.
Congratulations! You have successfully learned different types of Visibility.
In the next article: Learn on how to edit, change, and delete deals