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How do you setup Teams for the ‘Business Calendar - Team’? 

 

I’d like to setup the sales representatives in teams based on their region, so that when a sales rep checks their Business Calendar, they see only people within their region/team.  As of now, all users see all other users. 

 

Thank you for all your help! 

@zaidi003 you would need to define your CRM Access Groups. All the users in the same access group will be able to see their data.

You can read more on this below:

https://docs.ifs.com/ifsclouddocs/24r1/RelationshipManagementCommon/AboutNewCRMAccess.htm?StandAlone=true

 


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