Owners and followers

This article will help you get acquainted with what TeamWave users can do in Deals and Contacts.

Super Admins by default will have access to everything in TeamWave and CRM admins will have access to everything except information in private pipelines.

Owners - Deal owners and Contact owners

  • Can edit anything in deals and contacts owned by them
  • Can delete and merge if that user has permission to delete and merge

Followers - Deal Followers and Contact followers

  • Can edit any details in deals and Contacts (Left and right sections)
  • Can add notes, schedule activities etc
  • Cannot change Privacy, Ownership, Merge and Delete

Non- Followers

  • Can only add notes, schedule activities etc on the right section
  • Cannot edit Pipeline & Stage, Deal value and fields in the left section
  • Cannot change Privacy, Ownership, Merge and Delete

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