Access issue , Sales manager cant see the records
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Hello Victor, i found my mistake, i set the Access to 'Team" insetad of "Own for the the Sales Agent Role, just rectified it and now the issus is resolved -
Hello Victor,
1) This the role set for Sales Agent, access is for lead Entity
2) Role set for Sales Supervisor
3) The sales team picture, all three users, Agent 1 , Agent 2 and their supervisor is added in the Sales team
How position list works ??? Any role about position List
Last edited by Shibu71; 09-19-2023, 10:18 AM.Leave a comment:
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Submit screenshots of your Role: Sales Agent, Sales Manager and a screenshot of the Role set to "Sales Team".Leave a comment:
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Access issue , Sales manager cant see the records
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
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