Two Hierarchies within HL. Assign Users to Leads/Opportunities.
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erick.xavier1991@gmaill.com
Two Hierarchies within HL.
Owner of the opportunity have the ability to assign user for visibility of the opportunity with the ability to restrict the assign user from seeing the lead value or choosing a different lead value for the assign user.
This can help anyone that have a sales team and you want to measure how much is your company generating in revenue, and also put the amount of money the sales rep will make from that lead that was assigned to them.
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Houtan Hormozian
Use Case: Is it possible to restrict users to view only the conversations they are involved in, rather than the entire conversation history?
For instance, if I want to share a contact with a user, as an Admin/Manager, I should be able to see all conversations with that contact. However, the user should not have access to my conversations with the contact simply because I have assigned the contact to them.
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Anthony Ricci
Yes yes yes… this would be a good distinction to assigning multiple users.