Unable to select "Teams" when creating new leads

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  • Lin
    Junior Member
    • Jul 2019
    • 16

    Unable to select "Teams" when creating new leads

    Hi there, i've created a user and when the user trying to assign this lead, he couldn't do so. Is there anything I need to maintain at Roles?

    Thank you!
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello,
    If you want to restrict a user possibility to assign a team to a lead via role you should set in the role -> field level -> Leads -> Team -> edit -> 'no'. Also, if you don't need to auto-assign a user's team to a new record, you should unselect the 'Default Team' field in the user's details.

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