Data transparency management has become a need that requires our attention. Breadcrumb is a setting feature enabling the previous owner/owner of contact, company, and deal data is given special permission access to the data even though the ownership has changed. The steps are as follows.
- Click the CRM username in the top right corner.
- Select User Settings.
- Select User Permissions.
In the Select Users column, you can select the user whose data access settings you want to set by checking the box to the left of the user's name.
Set Breadcrumbs by enabling/disabling the toggle on the right side and then clicking "Save".