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Thread: Allocate some leads to some people

  1. #1
    Join Date
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    Default Allocate some leads to some people

    Hello,
    Does anybody knows how to allocate and allow to access some people to some leads with the Community Edition? I mean, let's work with an example:
    Let's say i'm Sales manager in an international company.
    I have to sales representative :
    - one is in Europe
    - one in in North America

    In my leads list, I have all my prospects: North American prospects + European prospect

    I would like my North American sales representative only access and see North American prospect, and I would like my European Sales representative only access and European prospects.

    Does it exist any manner to do that on the Community Edition ?

    Thanks in advance for your help

    Community Edition 5.2a
    Fastrack
    Windows Xp pro

  2. #2
    letrium is offline Sugar Community Member
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    Smile Re: Allocate some leads to some people

    Hi!

    We can help you to implement this functionality for you.
    Feel free to contact us!
    We Would love to help you!

    Best regards!

  3. #3
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    Default Re: Allocate some leads to some people

    For free ?

  4. #4
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    Default Re: Allocate some leads to some people

    I need help for free.If anyone know how to do it, I'm interesting in knowing how.
    If I use the Community Edition it is because my budget is extremly low.
    Last edited by cococococococo; 2009-03-02 at 09:44 AM.

  5. #5
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Allocate some leads to some people

    Actually you can install either Security Suite or CE Teams.
    Both modules restrict access to a specific records for a specific user/group of users.

    Cheers
    André Lopes
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    Lampada Global Services- Open Source Solutions
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    Office: +55 11 3237-3110
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    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  6. #6
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    Default Re: Allocate some leads to some people

    Apparently the team module allow to choose which modules is allocated to which team, but not to allocate specific records (otherwise, could you please explain me how to do it)
    What I would like is to allocate only some leads to some people.
    Is there any solution to do it ?
    Thanks in advance
    Last edited by cococococococo; 2009-03-02 at 01:14 PM.

  7. #7
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Default Re: Allocate some leads to some people

    cococococococo,

    With SecuritySuite you'd go to the record and assign the team in the SecurityGroups subpanel. This will give the team access to the record. The amount of access (rights) will be determined by the team's/user's roles assigned to them.

    Hope that helps.

  8. #8
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    Default Re: Allocate some leads to some people

    eggsurplus,
    Where can i find Securitysuite for FREE ?
    I have the version 5.2.0a of CE
    Thanks

  9. #9
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Default Re: Allocate some leads to some people

    Send me a PM with your email address and I'll send you a copy.

  10. #10
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    Default Re: Allocate some leads to some people

    thank you a lot
    I appreciate.
    I am waiting for your e-mail
    Last edited by cococococococo; 2009-03-03 at 09:19 AM.

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