How to make 2 or more sales users see each other's leads via Sales Group
Use Case :
2 or more Sales users should be able to see each other's leads without making them Sales managers.
Solution:
Assign the sales users to a sales group and make each of them as the sales manager of that sale group and make sure the below settings have been enabled while making them sales managers,
Note :
The above may not work if Reporting manager based hierarchy is enabled for the tenant before implementing the same please check if this setting has been disabled for that tenant.
TM Setting Screenshot
For any queries you may connect with Anu V from the engineering team.
Thank you!
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