Is there a way to automate that? I want to place restrictions to the homeowners that a user can view based on the date of the sales appointment. Homeowners are attached to a forum like thing on their accounts so users can view all of the interactions someone had with a homeowner. Not all homeowners have appointments, but all homeowners will eventually have an interaction. And some users should only be able to see homeowners that their appointments are linked to / appointments for the whole team for that day
I'm not sure if there is a way to jump on a call with you or another consultant as well as get someone on the app to see it to help get this in place?