Infinity3 Help Centre

Add a colleague as a follower when they need to help with a contact or opportunity while the existing owner remains responsible.

Before you start

You’ll need permission to manage the record. Confirm which colleague needs access and whether they need the contact, opportunity or both.

Add a contact follower

1. Open Contacts and select the correct customer.
2. Find the record’s Followers control.
3. Select the colleague and save or confirm where prompted.

Add an opportunity follower

1. Open Opportunities and select the intended deal.
2. Open its edit or details panel.
3. Find Followers in Opportunity Details.
4. Add the colleague and save.

The documented follower limit is 10 users per record.

Check access

Ask the colleague to open the record using their own account. Followers can help users with Only Assigned Data access view and edit the followed record, but other module permissions still matter.

For example, viewing appointments also requires the appropriate calendar permission.

Things to know

• Adding a follower does not transfer record ownership.
• Followers cannot change ownership through their follower access.
• Following a record is separate from assigning a task or sending an internal chat message.

Review followers when responsibilities change. Contact Infinity3 with the affected record and colleague if access remains unavailable.