Limited Contacts

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Limited contacts is a situation where the agent is not allowed to see all the Contacts in their organization. They will only see Contacts they created themselves, that have been shared with them, or delegated contacts. The ability to only view limited contacts can be set up in Roles

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Here is what they look like on different pages:
 

Deal View page

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Edit Deal Page

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Note: The user may see a Contact on the Edit Deal Page, but if they remove that Contact, they won't be able to add it back or search for it because they don't have access to it.

 

Invoices 

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Bills

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