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Contact record

How to add followers to a contact or opportunity so more teammates get access

On the contact page, use the Followers field (on the contact card) to pick up to 10 users; on an opportunity, open it and pick followers in the details. Followers can view and edit the record even if they can only see assigned data, but they can't change the owner.

Updated on

Before you start

  • Followers matter mostly when your team has the Only Assigned Data permission turned on: without it, everyone already sees every contact.
  • Each contact or opportunity can have up to 10 followers.
  • You need permission to edit the contact or opportunity.
Where to find it

Contacts › (open the contact) › contact card › Followers

Step by step

Add followers to a contact

  1. In the left menu, click Contacts and open the contact.
  2. On the contact card (top of the page), find Followers, next to Owner.
  3. Click it and pick the users who should follow the contact (up to 10).
  4. Save. From then on, those users can view and edit the contact, its conversations and tasks.

Add followers to an opportunity

  1. In Opportunities, open the opportunity (or click Add opportunity).
  2. In Opportunity Details, find Followers.
  3. Pick the users and save.

Remove a follower

  1. Open the contact or opportunity.
  2. In the Followers field, remove the user and save. They lose access if their permission is limited to assigned data.

Tips

  • Followers inherit the owner's permissions on the record, but cannot change the owner.
  • To see the contact's appointments, a follower needs the View appointments, calendars & groups permission; to edit or delete them, they also need Manage appointments.
  • In Automation › Workflows you can add or remove followers automatically (for example when a lead changes stage) instead of doing it by hand.
  • A custom field of the Users type also gives follower access to the selected users.

Common problems

  • My coworker still can't see the contact → Confirm they were saved as a follower and that their permission in Settings › My Staff allows viewing contacts. Ask them to refresh the page.
  • I can't add more followers → The limit is 10 per record. Remove one who no longer needs it.
  • The follower can't see appointments → They lack the permission to view appointments and calendars; adjust it in Settings › My Staff.
  • The follower tried to change the owner and couldn't → Expected: only the owner or an admin can change the assignment.

Frequently asked questions

Is a follower the same as an owner?

No. There is one owner, who "owns" the contact; followers are teammates who keep up with it and can edit it, without being able to change the assignment.

Can I import followers via CSV?

Yes, with a Followers column containing full names separated by commas.

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