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What is the best way for my vendors to be able to access Sugar and my leads?

Question asked by anupamrs anupamrs on Aug 6, 2014
I am using Sugar CE 6.5.7 version installation to support our sales process. We get a lot of leads from our website and phones which we religiously enter into sugar. Lately we have been sharing these leads with our vendors through emails and such. I am trying to find out if there is a way I can share these leads through sugar where :
- I create a role with limited access to leads only
- I add vendors as users to this role

Problem #1: The problem is that I can assign only one vendor per lead. I would like to be able to assign one lead to many vendors at a time.

Problem #2: I would also like to be able to change the email template that goes to the users when you assign a lead. The default template is missing a number of fields that we would like to send at the time of assigning a lead.

Problem #3: When I add my vendors to the system as users, they are able to see the Employees section on the homepage. Is there a way I can turn this off?

I've tried using teams and relationships with no success so far. Possibly because I am new to sugar and I am not a technical guy.

Any suggestions or help will be greatly appreciated.

Thanks,
Anupam

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