AnsweredAssumed Answered

Viewing leads

Question asked by Jake Vernon on Sep 15, 2016
Latest reply on Oct 5, 2016 by Jake Vernon

Hey all,

    So I am looking to limit the permissions of our sales reps to only see leads that are in their name as well as a user by the name of pooluser.  How would I go about limiting these permissions so the records are searchable and they can claim the lead if it is in pooluser's name and if it is in another reps name they can see its claimed, but can't look it up?


Anyone have a best practice for doing this or know how to?


Thank you in advance