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Redtail Essentials: Permissions and Privacy Options / Users & Teams [34:09]

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Permissions and privacy options allow you to decide who does and who does not have access to certain areas of your database including notes, activities, opportunities, and whole contacts. These access options can be set up at an individual or a team level within Redtail CRM. Join us as we walk through how you go about setting these up (and why you might want to).

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