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Restrict Lead Pool

Question asked by Jake Vernon on Sep 8, 2016
Latest reply on Sep 9, 2016 by Alan Apter

So trying to figure out teams, roles and user permissions.  One thing we want to do is limit the Leads that a Sales Rep can see to be their own as well as any leads listed as Pool User(this is a user we created).  Whats the best way to approach this or how would one create this permission?  For further clarification we want it set so the User can only see leads assigned to them and leads that are assigned to Pool User.  They can not see each others leads.  7 days from when the user claims the lead, if it hasn't been converted to an opportunity, it will be recycled and assigned back to Pool User.

 

Thank you.

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