How do you compartmentalized leads between teams? or everyone sees each other’s leads?
I dont use CRM , but i suppose leads can be filtered using permission condition
do you mean leads can be shown to different members based on the teams they are in?
tried with permission condition, but couldn’t find the way to do it…
do u know how?
thanks bDurtaut for your response
ye a permission condition for only have user team(s) lead
i use sel.team in condition , but doesnt work
It s works with a good condition
you can make new or add context filter in same