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== Best Practices and Tips == 1. **Set Clear Ownership**: Ensure that the assignment of deals to specific owners is clear and that everyone understands their responsibilities. This helps in minimizing overlap and confusion. 2. **Regularly Review Permissions**: As team structures change, itβs essential to routinely check permissions to make sure they reflect the current organizational layout and needs. 3. **Communicate Changes**: If you make changes to deal visibility settings, communicate these changes to the involved team members. Understanding the rationale behind visibility settings can improve compliance and morale. 4. **Utilize Deal Notes Effectively**: Encourage deal owners to utilize the available deal notes and tasks, as these will only be visible to them, allowing for more personalized deal management. 5. **Training**: Provide training sessions about how to utilize the features effectively and how restrictions can enhance individual productivity.
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