Perfex CRM 3.2.1 Update: Understanding Lead Visibility & How to Fix It
Perfex CRM
Perfex CRM has always been a powerful tool for businesses, offering streamlined customer and lead management. However, with the latest Perfex CRM version 3.2.1 update, a new challenge has emerged that users should be aware of.
The Concern: Leads Becoming Publicly Visible
In this update, when an admin edits a lead, it may automatically become visible to all staff members, even if they are not assigned to it. While this change might be intended for better collaboration, it can compromise data privacy and lead confidentiality, especially for businesses that follow strict access control policies.
The Good News: A Custom Solution is Available!
If your organization prefers to keep lead visibility restricted to assigned users, don’t worry! This issue can be customized and resolved to ensure that only the right team members have access.
How Protovo Solutions LLP Can Help:
✔️ Customize lead permissions to maintain confidentiality
✔️ Modify CRM settings for restricted lead access
✔️ Enhance security measures to align with your business policies
✔️ Provide expert Perfex CRM solutions for any customization needs
Need Assistance? Get in Touch!
At Protovo Solutions LLP, we specialize in Perfex CRM modifications, integrations, and custom development to tailor the platform to your business needs.
📩 Contact us today and let’s optimize your CRM for better security and functionality!
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