Press ESC to close

Filtered Display of Leads Restricted to Assigned Users

Very small but useful addition while creating a Filter in Leads

When Admin creates a filter in leads, will have additional field as an option to select users. (refer Screenshot)

Users can be selected by typing usernames (Auto Suggest).

AdminUserCreatingFilter

The new Filter created will have restricted access to selected (assigned) users

User1DisplayAdminFilter

This small change can be helpful in many ways. For example, separate leads access to separate teams/users and track performances.

Let us know if you needs more information on this

Do You Need More Information ?

For any further information / query regarding Technology, please email us at info@crmtiger.com OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us

 

Nimesh M.

Nimesh is a Business strategist, helping CRMTiger to spread their expertise in CRM solutions for all industries among businesses which has been proven a Boost-up factor in the digital aura worldwide.

Leave a Reply

Your email address will not be published. Required fields are marked *