My setup:
0. Using only two basic entities - Leads and Opportunities. Leads and converted to Opportunities.
1. Portal users (agents) can submit leads. They cannot create Opportunities or convert leads to Opportunities.
2. Auto/Manual assign those leads to Regular Users/Counsellors
2. Regular users (counsellors) will either reject them or convert them to an Opportunity and start working on them through multiple stages.
What I want is:
1. For Portal users to be able to see only the leads they have created.
This is done. Used Portal Role :: Agent -> Leads: Read=Own
2. For Portal users to be able to see the opportunities , but only the ones that were converted from the leads they created.
This is where am stuck at. How to setup permissions for this?
0. Using only two basic entities - Leads and Opportunities. Leads and converted to Opportunities.
1. Portal users (agents) can submit leads. They cannot create Opportunities or convert leads to Opportunities.
2. Auto/Manual assign those leads to Regular Users/Counsellors
2. Regular users (counsellors) will either reject them or convert them to an Opportunity and start working on them through multiple stages.
What I want is:
1. For Portal users to be able to see only the leads they have created.
This is done. Used Portal Role :: Agent -> Leads: Read=Own
2. For Portal users to be able to see the opportunities , but only the ones that were converted from the leads they created.
This is where am stuck at. How to setup permissions for this?
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