Followers

Followers are team members you add to an opportunity (or contact) record to give them visibility and access. Unlike the assigned owner — who is responsible for the deal — followers are stakeholders who need to stay informed and contribute without being the primary point of accountability. This is especially useful for complex deals where multiple people are involved: a sales manager reviewing high-value opportunities, a product specialist consulted during technical evaluations, or a support lead preparing for onboarding once the deal closes.

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How followers work

When a user is added as a follower on an opportunity:

• They can view and edit the opportunity record, even if they normally have restricted data access under the “Only Assigned Data” permission setting
• They can see the opportunity’s notes, tasks, activity timeline, and all associated information
• They cannot change the owner of the record — ownership management stays with the assigned user or an administrator
• They can add notes, create tasks, update fields, and take other actions on the record

Followers inherit the same level of access as the record owner for that specific record. No additional permission adjustments are needed.

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Adding followers manually

You can add followers when creating an opportunity or at any time by editing an existing one. When creating an opportunity:

1. Open the opportunity creation form (+ Add Opportunity)
2. Locate the Followers field — it is a multi-select dropdown
3. Search for and select the team members you want to follow this opportunity
4. Complete the remaining fields and click Save

On an existing opportunity:

1. Open the opportunity detail panel (click the card on the board or the name in list view)
2. Find the Followers field in the core information section
3. Click the field and select one or more users from your account’s user list
4. The selection saves automatically

Up to 10 followers can be added per opportunity.

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Removing followers

To remove a follower from an opportunity:

1. Open the opportunity detail panel
2. Locate the Followers field
3. Click the X next to the user you want to remove
4. The change saves immediately

Removing a follower revokes their follower-based access to that record. They may still have access through other permissions (e.g., if they are an administrator or if “Only Assigned Data” is not enabled).

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Adding followers automatically with workflows

Manual follower management works well for individual deals, but workflows let you add followers automatically based on deal characteristics — saving time and ensuring the right people are always looped in.

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Workflow action: Add follower(s) to opportunity

The action will not add a user who is already following the opportunity — duplicate followers are prevented automatically.

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Workflow action: Remove followers from opportunity

A corresponding Remove Followers from Opportunity action lets you remove followers automatically — for example, removing a product specialist as a follower once the deal leaves the technical evaluation stage.

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Follower limits and requirements

The Add Follower(s) workflow action requires that the workflow is triggered by an opportunity-based event, or that a Find Opportunity step precedes it. If no opportunity context exists in the workflow, the action does nothing.

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Use cases

High-value deal visibility Automatically add the sales manager and a senior account executive as followers on any opportunity created with a value over $15,000. Both receive visibility into the deal’s progress without needing to search for it. Multi-department coordination When a deal enters the “Contract Sent” stage, add the legal contact and onboarding manager as followers. They gain early visibility and can start preparing before the deal officially closes. Manager review Add a team lead as a follower on every deal where the assigned owner has been inactive for 14+ days, triggered by a stale opportunities workflow. The team lead can then step in without a formal reassignment. Temporary collaboration Add a technical specialist as a follower when a “Technical Evaluation” tag is applied, then remove them automatically when the tag is removed. This keeps their view clean without permanent access to every deal.

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Followers on contact records

The followers feature also works on contact records, not just opportunities. Adding a follower to a contact gives them access to that contact’s profile, conversation history, and linked opportunities (subject to your account’s permission settings). This is useful for shared accounts, key clients, or contacts that multiple team members need to stay on top of.

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FAQs