Referrer Portal User Setup

[crmman]

Hello EspoCRM users!

Hoping you guys and gals have a suggestion for me.

Objective: Allow people who refer leads to us (I am thinking portal user right now) to create leads and assign them to users (employees).

I have people who refer business to my employees (accountants for example) and I would like for them to create leads and assign them to a user (employee). I created a portal user for the accountant and only allow them to create leads. I also created a portal role as referrer. But when I tested it, the portal user cannot assign the lead to a user (employee). I suspect since the users (employees) are not portal users and I cannot assign them portal user roles, this would not work.

Do you all have any suggestions as to how to set this up.

I guess I could create a user for the accountant, create team (say referrals) and assign the accountant and the employee to the referrals team so that the accountant (not an employee) can refer/create leads and assign them to the employee. Is this the only way or has any of you been able to create a portal user that assigns leads to an employee (user)? I would restrict the accountant to only create leads and assign them to the team only.


Thanks!

[victor]

The simplest option in this case is to create a Role for Regular User (people who refer leads), which will have a minimum number of permissions.

The Portal option is more complex and requires the creation of additional fields, formulas/workflows/bmpns, which will allow Portal Users to set Assigned Users for your leads through a workaround.

[rabii]

Hello EspoCRM users!

Hoping you guys and gals have a suggestion for me.

Objective: Allow people who refer leads to us (I am thinking portal user right now) to create leads and assign them to users (employees).

I have people who refer business to my employees (accountants for example) and I would like for them to create leads and assign them to a user (employee). I created a portal user for the accountant and only allow them to create leads. I also created a portal role as referrer. But when I tested it, the portal user cannot assign the lead to a user (employee). I suspect since the users (employees) are not portal users and I cannot assign them portal user roles, this would not work.

Do you all have any suggestions as to how to set this up.

I guess I could create a user for the accountant, create team (say referrals) and assign the accountant and the employee to the referrals team so that the accountant (not an employee) can refer/create leads and assign them to the employee. Is this the only way or has any of you been able to create a portal user that assigns leads to an employee (user)? I would restrict the accountant to only create leads and assign them to the team only.


Thanks!

if you have done already the work. i would suggest to create a workflow so that when a lead is created by the referral then auto-assign using one of the options available. You need advanced pack for this. benefit of this is that you can even add further actions in your workflow like notify someone in your team via email etc