Dear All,
I have 2 questions related to CRM/Sales,
Question 1,
Is it possible to give team based access to leads/opportunities?
Ex. Members in Team A can view leads/opportunities assigned to Team A only. Team A cannot see other leads/opps and others cannot see Team A’s leads/opps.
If this is possible how to do it?
Question 2,
Is it possible to give hierarchy based access to leads/opportunities?
Ex. Tim and Tom are reporting to Sam, Tim should see only his leads/opportunities and Tom should see only his leads/opportunities, but Sam can see both Tim’s and Tom’s leads/opportunities
If this is possible how to do it?
Tried documentation, Teams, but couldn’t find a clue.
Really appreciate your help.
Thank you.