Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Veloxity 2.0
Data Types can have no owners, single owners, or multiple owners. Refer to the following table to understand ownership by data type:
Owner Assignment Type
Accounts have two options for ownership:
Accounts are initially added to the system without an owner.
Once an owner is established for an Account Record, User/Group Role privileges apply.
|No Owners. Visible to everyone.