Access issue , Sales manager cant see the records

[Shibu71]

Thanks victor , Your solution worked, i found that i was making silly mistake by not putting the colon in HH MM SS format

Appreciate your...

[Shibu71]

Thanks , Victor , will check it out and update you back

[Shibu71]

Created at and Follow Up Date are Date -Time data type and I am trying to map Date time value from CSV file to ESPO CRM Entity Lead

Attached...

[Shibu71]

Hello Victor,

This is the date format setting in my ESPO CRM Admin set up



2) Somehow the forum is not allowing...

[Shibu71]

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...

[Shibu71]

Hello Victor,

1) This the role set for Sales Agent, access is for lead Entity



2) Role set for Sales Supervisor...

[Shibu71]

Hello All,

I have created two roles,

1- Sales Agent :- Set the access levels to own ( Agent -1 and Agent -2)
2- Sales...

[Shibu71]

Hello Lazovic, Thanks for your reply, will check it out, appreciate your response to my query

[Shibu71]

Thanks , Shalmaxb, will check it and let you know if it worked or not, appreciate your reply to my question

[Shibu71]

Hello All,

I am not able to import date field in to ESPO CRM Lead Entity, rest of all the other fields types are getting imported easily...

[Shibu71]

Hello All,

I am new to ESPO CRM , but really like the ease of using this CRM,
I dont see any entries in History panel, do i need to...