Members see only their own records

A workspace setting that limits each member to the contacts, companies, deals and tasks they own. Owners and admins always see everything.

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Steps

1. Open CRM settings and set Visibility to "Members see only their own".
2. Records with an owner are visible to that owner; records without one are visible to owners and admins, who assign them.
3. Search, exports, duplicates, the deals board, history and the assistant tools all follow the same rule.
4. A record a member cannot see answers "not found", so its existence does not leak.

Questions

Who can export?

Editors and above. Analysts see phone numbers and notes masked and cannot export.

Updated 2026-10-02 · llms-full.txt