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Alessandro Fiorino

If I create a sales team and configure a team leader, the team leader can't see leads and opportunities assigned to the team members. How can he be a "leader" and check what the team members are doing ?

Note: I can't assign the "User: all documents" right to the team leader, because he doesn't have to see other teams documents.

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Mindaugas
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what we have tried and it worked(need to configure and etc), but we used for one project only crm and project modules, and we implemented multi company to solve this issue not making customizing.

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Alessandro Fiorino
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Already tried (at least in V13). He can see all team leads, but just until the lead are unassigned to a sales agent.

In the exact instant he edits a lead and assigns it to a sales agent, when pressing the save button an error popup comes up saying that he hasn't the permission to see the record, and after that he can't see the lead anymore in any way, so he can't see what the agent is doing with the lead.

Try if you don't trust me. 

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Paresh Wagh
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Hi Alessandro: 

You have a couple of options:

  1. Add the team leader as a member of the team. The downside is that a person can be a member of only one team.... OR

  2. Add record rules to make the leads visible to the person configured as the team leader. This will allow a person to be defined as a team leader for multiple teams if required.

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Alessandro Fiorino
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Already tried option 1, but it doesn't seem to work. When assigned to a team member, he doens't see the leads anymore.

Paresh Wagh

For option 1 to work, the person needs to be set up as both the team leader and a team member.

Paresh Wagh

Something seems to have changed. You're right, it doesn't work any more. Option 2 is the only choice now.

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