Now i have a Sales Manager who should see all users CRM Pipeline. I tried to make the record rule as [(1,'=',1)] and inherit the group sales/users: All documents.
But could not solve this issue. Please assist.
Thanks
Rishal Chand
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The record rule set for all users to see their own pipeline is as follows:
Name: Per salesperson, Object: Pipeline, Rule:
After this when i see administrator couldn't view others CRM pipeline, so i made a new rules as
Name: All Pipelines, Object: Pipelines, Rule:
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Can you post the Record Rules you have created or amended?