Hi to all,
i would like to have a better understanding about this.
For istance leads module.
Which is the best way to assign a lead to multiple emploee?
Could anyone clear me which kind of option may i have?
Groups or whatever?
Thank ypu
Hi,
You can create a group of users ( Admin > Security Group ) and assign record to that group.
Also have a look at Security Group Setting which will make your understanding clear regarding it’s behavior.
Have a look at this blog -
http://www.simba-sys.com/security-suite-group-management-use-case-for-sugarcrm-ce-and-suitecrm-keep-records-access-only-to-assignee-of-record-but-allow-sales-managers-to-view-their-group-members-record/
Regards,
Alpesh