Can I write notes on customers that only I can see?

Question

I have some customers that I don’t want the entire team to see. When I add notes on a customer, do the other colleagues see the notes, or only me?

Answer 1

Hello Max,
 

You can insert notes on customers who are imported as private contacts, and in this case, only you will be able to see the notes.
However, in order to collaborate with your team, it is best if the company contacts are kept public, so that everyone can have access to and contribute to the notes.