What Are Followers?

Followers represent users granted access to view and manage contact or opportunity records, even when restricted by the "Only Assigned Data" permission setting.

Follower Permissions & Limitations

Key constraints include:

• "Followers inherit the same permissions as the record owner"
• Users can view and edit contact/opportunity information
• Followers cannot modify record ownership

Adding Followers

Contacts: Add followers directly on the contact's detailed page.

Opportunities: Access the "Opportunity Details" section within the Edit/Add opportunity modal to assign followers.

Maximum Capacity

Up to 10 users can be designated as followers for a single record.

Strategic Applications

The feature enables:

• Enhanced team collaboration
• Automatic follower assignments through workflows
• Maintained visibility without disrupting ownership hierarchy

Related Workflow Features

Scalendo provides automation options including:

• Adding/removing contact followers via workflow