visibility of all group leads

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  • ksv
    Member
    • Jul 2020
    • 59

    #1

    visibility of all group leads

    Dear all,


    There is a group #1 that contain 3 users. (1 manager & 2 subordinates).
    Manager has a role to read a lead only for group. If 1 subordinate creates a Lead with self-assigned (without choosing group) then manager doesn't have a possibility to see created Lead. Is it right? How to eliminate this issue if subordinate fogerts to choose the group?
  • eymen-elkum
    Active Community Member
    • Nov 2014
    • 481

    #2
    Try to set the default team for the those users, then this team must set by default to the created entities
    EspoCRM Expert since 2015
    We build custom solutions & premium extensions
    Eblasoft Technology Solutions​

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    • ksv
      Member
      • Jul 2020
      • 59

      #3
      How to do this step by step?

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      • ksv
        Member
        • Jul 2020
        • 59

        #4
        I've found. Many thanks

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