Can PAFOMs include their own comments in opportunities?
I’m looking for an exclusive field where we can insert management comments that must be hidden from Sales Team.
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Hi, Alexandre! Clari honors your user permissions from Salesforce, so if you have a field (or ask your Ops team to create one) that PAFOMs can see but other users (i.e., reps or other users from your sales team) can’t, then your Clari Admin can add that field to Clari for you to use, and those other users will not be able to see it.
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