What's the difference between Restrictions and User Restrictions?

Overview

What is a restriction?

A restriction limits the sales information a user is able to see, such as all the sales for a specific branch or rep code.

This is useful for making sure a salesperson only sees the information they need to do their job well and doesn’t get bogged down by data that is of no use to them.

What is a user restriction?

A user restriction is particularly useful for big companies who have multiple sales teams. Creating a user restriction allows you to limit who your salespeople can share certain information with.

This is a convenience tool as much as anything, and means, for example, that your salespeople don’t have to trawl through hundreds of colleagues to find the one they wish to share a note or report with, they are simply limited to sharing with the few in their team.