How do visibility code values impact who can view and access sales lead notes?

Visibility code values determine who can view and access the notes associated with a sales lead. When creating lead notes, the visibility code value defaults to Internal. Other visibility code values include Private and External.

Here's an explanation of the meaning and effect that setting each of the visibility code values have for sales lead notes visibility.

Visibility Code	Effect
PRIVATE	Visible only to specific designated users or user groups. This visibility level provides a higher degree of control over who can access and view specific notes, allowing for more granular permission management within the organization based on roles, responsibilities, or specific needs.
INTERNAL	Visible only to users within your organization. This visibility level restricts access to notes to individuals or teams within your company, ensuring that internal discussions, comments, or information related to the lead remain confidential from external parties.
EXTERNAL	Visible to users outside of your organization, such as partners, vendors, or other external stakeholders. This visibility level allows for collaboration with external parties involved in the sales process, enabling communication and sharing of relevant information about the lead.

See the related topics for more information.