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visibility of all group leads

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  • 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?

  • #2
    Try to set the default team for the those users, then this team must set by default to the created entities
    CEO & Founder of Eblasoft.
    Professional EspoCRM development & extensions.

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    • #3
      How to do this step by step?

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      • #4
        I've found. Many thanks

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