Sales Team Access Controls
Provides Access Control for Sales Team Members and Leaders.
Key Highlights
Sales team members can only access the sales orders, leads, and customers they created.
Sales team leaders can access both their own and their team members' sales orders, leads, and customers.
Select the Sales Team access right as Team Member.
User can access only the Sale Orders created by him.
User can access only the Leads created by him.
User can access only the Customers created by him.
Select the Sales Team access right as Team Leader.
User can access only the Sale Orders created by him and his team members.
User can access only the Leads created by him and his team members.
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Sales team members have restricted access to only
the sales orders, leads, and customers they have personally created.
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sales team leaders have access to sales orders, leads,
and customers they have personally created, as well as those created by team members.
Initial Commit for Sales Team Access Controls.
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