Filtering leads by "created by"

English Language - Forum Advanced OpenSales, Workflow, Portal support
1

Hi,
I have a scenario where I work with 5 different lead generators who generate leads for me, my agreements with them is to pay them per-lead.
So I would not want them to see each-others leads.

The leads generated from them is moved into my sales pipeline and my sales team also works on a commission model, so they should not be able to see each other’s leads as well

Now the question is
I’m able to achieve this for the sales team by updating a role to be able to view only leads assigned to them.

How can I ensure that my lead generators can still see a list of leads they have added into the system while they check progress on them ( a read-only view would do)

PS I’m running
Version 7.9.4
Sugar Version 6.5.24 (Build 509)

2

The key is assigning the records to security groups. You can assign a record to more than one security group, so you can manage the security of the “generators” separately from the other sales people.

This is the article I always go back to when I need to re-think security:

https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup

3

Thanks @pgr,

Confused a bit, Are you suggesting using a paid plugin for this ?

Or

Are you suggesting that this can be done using natively available security groups and roles ?

-Srinidhi

4

No, you don’t need to pay, that Security Suite module is integrated into SuiteCRM for free. I don’t think you will need the payed (Pro) version.