Dear Team,
How to assign permission or disable access to the Lead Overview tab.
If i enable the access ( edit) to the assignee (sales role) , the sales agent should not be able to change the name / email / phone.
The Sales agent should be able to change only the status,source,opportunity amount etc. (attached the present pic)
How to address such things in Espo ?
I have tried in administration, but nothing is working out, is there a way ?
Regards,
Ronald
How to assign permission or disable access to the Lead Overview tab.
If i enable the access ( edit) to the assignee (sales role) , the sales agent should not be able to change the name / email / phone.
The Sales agent should be able to change only the status,source,opportunity amount etc. (attached the present pic)
How to address such things in Espo ?
I have tried in administration, but nothing is working out, is there a way ?
Regards,
Ronald
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