Hi,
Im not able to view the companies, contacts and opportunities entered by my team. How do i enable this. My use case is As team lead/Manager i should be able to see the company/contact/opportunities created by my team. Team members should not be able to view their individual entries.
Regards,
Ganesh
let’s try this once
Hello Sir,
Please review the video below. It will assist you in setting up teams and roles to meet your needs.
If you have any additional questions, please feel free to ask us.
Hi Sir,
Could you please share a screenshot? It will help us better understand and address your query.