Contact and Opportunity Followers in Aiphilia

What Are Followers? #

Followers are users added to a contact or opportunity who gain access to view and manage that record, even if they normally have restricted data access under the “Only Assigned Data” permission setting.

Follower Permissions & Limitations #

• Followers inherit the same permissions as the record owner.
• This allows them to view and edit the contact or opportunity information.
  
• However, they cannot modify the ownership itself — i.e., they cannot change the owner of the record.

---

Contact Followers #

Followers can be added to contacts on the detailed page of the record.

Opportunity Followers #

Add followers to opportunities in the “Opportunity Details” on the Edit/Add opportunity modal

---

Key Points #

• Followers help improve collaboration across teams.
  
• They are especially useful when combined with workflows, allowing automatic follower assignments.
  
• Use this feature strategically to maintain visibility and access without compromising ownership hierarchy.