Forum Discussion

DeliaValles's avatar
DeliaValles
Qrew Member
3 years ago

View only assigned leads

Hello,
Is it possible to restrict the leads being viewed by our sales reps to only leads that where they are assigned as lead owner?  Right now they can see all other leads for all other reps. 

Thanks!

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Delia V.
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roles and permissions
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    3 years ago
    Sure, if the Lead Record has a userid field for the Sales Rep, then you can either filer a report or else put in a Custom permission where the [Lead Owner] is the current user.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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