Hello All,
I have created two roles,
1- Sales Agent :- Set the access levels to own ( Agent -1 and Agent -2)
2- Sales Manager :- set the access levels to team ( Manager -1)
I have created one team , "Sales Team" and added Manager-1 , Agent -1 and Agent-2
I have imported leads for Agent-1 and Agent -2 , they both can see thier own leads ,
Issue :- When i add these leads to the team "Sales Team" , Agent-1 can see Agent 2 leads also, vice a versa is also true
If i dont add or udpate the leads to the Team "Sales Team" , Sales Manager cannot see the leads of both the sales Agent 1 and 2
How can i make the changes or settings so that the Sales Manager can see the leads of both agents
Thanks and appreciate your replies
Thanks
Shibu
I have created two roles,
1- Sales Agent :- Set the access levels to own ( Agent -1 and Agent -2)
2- Sales Manager :- set the access levels to team ( Manager -1)
I have created one team , "Sales Team" and added Manager-1 , Agent -1 and Agent-2
I have imported leads for Agent-1 and Agent -2 , they both can see thier own leads ,
Issue :- When i add these leads to the team "Sales Team" , Agent-1 can see Agent 2 leads also, vice a versa is also true
If i dont add or udpate the leads to the Team "Sales Team" , Sales Manager cannot see the leads of both the sales Agent 1 and 2
How can i make the changes or settings so that the Sales Manager can see the leads of both agents
Thanks and appreciate your replies
Thanks
Shibu
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