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Thread: Can I restrict a user to leads assigned to a specific group?

  1. #1
    MichaelS is offline Junior Member
    Join Date
    Jul 2006
    Location
    Santa Cruz, California
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    8

    Default Can I restrict a user to leads assigned to a specific group?

    Of the leads imported to my SugarCRM Community Edition Version 5.2.0e (Build 5626), some are web leads and some are generated by a partner. My sales reps must see all leads -- regardless of which user/group they are assigned to. This is good.

    I'd like my partner to have a user account where she can only see leads that her company generated.

    I can't seem to find a place to limit a user to see only the leads from a particular group. Is this possible?

    My ultimate preference is that this user would only be able to see leads where lead_type starts with "HERCOMPANYNAME lead request..."

    Thanks for any pointers.

    -Michael

  2. #2
    ros.vol is offline Sugar Community Member
    Join Date
    Dec 2008
    Location
    Eastern Europe / Ukraine / Chernivtsi
    Posts
    114

    Smile Re: Can I restrict a user to leads assigned to a specific group?

    Hello,

    You may some of the exiting Teams/Group modules for this.

    But it seems that you need to add auto assigning of groups for leads manual (need some development for this).
    Rostyslav Volonchuk

    SugarCRM development and customizations

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