AnsweredAssumed Answered

"Find Duplicates" only works within the users own records

Question asked by Rebecca Rebecca on Jan 19, 2015
Latest reply on Jan 20, 2015 by Alex Nassi
We have Sales reps using Sugar and they each can only view records assigned to them. However, when they click the "Find Duplicates" option when in a lead record for instance, it only checks for duplicates within records assigned to them. However, this function is mostly useful when checking for duplicates against other sales reps so they do not call upon the same prospect.

It seems impossible to prevent sales reps from creating leads that are already in the system but assigned to someone else. Please advise if there is a way to prevent his.

Using Sugar Professional version 7.2


Thanks

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