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What are the types of sharing rules available in the CRM?

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Sharing rules have two modes:

  • Public mode: Public mode is used to enable public sharing. You can control whether a role or a group can have read, create, edit, delete, or all three permissions using the Public mode.
  • Private mode:  Private mode is used to block public access. Custom rules can be used to provide access to select roles and groups.

You can also add Advanced Sharing Rules to provide customized access to roles and groups. To learn more about them, click here.

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