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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 ...
LEADS RE-ASSIGNMENT ON USER DEACTIVATION
Issue : If a user has been deactivated, and the customer wants to retrieve all of the leads that were assigned to that user. However, this is not possible as in when user is marked as deactivate, we will not be able to apply any filter on manage ...
Deletion of Leads in Sandbox Account after Sync
Query: The client is questioning the reason behind the deletion of all leads in the sandbox account after performing a sync. Reason: During the sync process, all configurations from the production account are copied to the sandbox account, depending ...