The assignment and restriction of access to CRM records allow for visibility control and management distribution of your client, prospect, and supplier portfolios among your teams.

These features address several business needs:

• Assign the management of a contact or company to one or more salespersons, project managers, or business owners
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• Restrict access to sensitive information by limiting the visibility of certain contacts to users of one or more specific entities
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• Streamline team management by allowing each member to focus on their scope of responsibility
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💡 Tip: These features are particularly useful in multi-site, multi-BU organizations or with several sales teams managing distinct portfolios.

These fields are available directly on the contact and company records in the CRM module.

To find them, go to CRM > CRM [List], then open an existing contact or company record.

On each contact record (prospect, client, or supplier), you can assign the contact to one or more Furious users via the "Assigned to" field.

• Select as many users as needed
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• Assigned users become the contact's referents
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• This assignment can be combined with permissions to restrict access to only assigned people
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💡 Tip: Use assignment to distribute your portfolio among your sales teams. Each can easily filter their contacts in list and pipeline views.

On each contact record, there is also a field "Visible only to users of the entity".

• Select one or more entities
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• Only users linked to these entities can view this contact
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• This limitation applies independently of the assignment
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💡 Tip: This feature is ideal for multi-entity organizations looking to ensure strict data separation across their different legal or geographical structures.

⚠️ Warning: This option only applies to contacts (prospects, clients, suppliers). It does not exist on company records.

On each company record, you can assign the company to one or more Furious users via the "Assigned to" field.

• Select as many users as needed
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• Assigned users become the company's referents
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• This assignment can be combined with permissions to restrict access to only assigned people
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• Important: unlike contacts, company records do not have an entity-based limitation feature
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These assignment and access limitation features complement the permission management configured in Configuration > Configuration Furious > Permission management.

If you want your "Project" level users to only see the contacts they are assigned to, you need to:

• Go to Configuration > Configuration Furious > CRM > General configuration
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• Set the option "Allow users with the project authorization level to access all client and prospect contacts in the CRM" to "No"
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With this configuration:

• "Project" level users will only see contacts where their name appears in the "Assigned to" field
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• Other authorization levels (Management, Administrator, etc.) continue to see all contacts according to their permissions
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💡 Tip: This assignment + configuration combination is ideal for agencies or consulting firms where each salesperson manages their own portfolio independently.

The concept of "concerned person" used in permission management refers to people assigned to a CRM record.

When you configure a permission with the "Concerned person" option:

• For CRM: assigned people on a contact or opportunity record will have access to the relevant information
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• This allows for creating dynamic access rights based on assignment
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• How to do the general CRM configuration?
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• How to configure user authorization levels and permissions?
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• What does the notion of a concerned person in permission management mean?
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• How to structure the CRM between companies, brands, subsidiaries, and contacts?
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• How does the "CRM: access the CRM page" permission work?
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Assignment allows for the management of a contact or company to be allocated to specific users, while entity-based limitation restricts a contact's visibility to users of certain entities only. These features, combined with permission configuration, allow you to finely manage CRM access according to your organization: separate sales portfolios, multi-entity separation, or protection of sensitive data.