Allow users to be grouped into teams for permissions and reporting

For companies that work with independent sales teams for different product categories, we need to create different sales groups and each one of them needs to have a very own "sales group admin".

 

This "sales admin" would only be able to see the deals within his team but not deals from other teams.

 

Respectively, a sales person from a certain team could not have access to deals that are not in his group.

 

Lack of this single feature is making our clients use a separate CRM.

25 Replies
dwkohlhase
New Contributor

With this solution being in beta, have you already gathered requirements and determined the LOE?  Any targeted deliverable dates?

Community Manager
Community Manager
otxogt
New Member

This idea has worked great. But now I´ve encountered problems with this for several clients.

 

1. Team leader: we have clients that have different teams but the same team leader, it is important that one person can view different teams.

2. Member in different teams: we have users that are in different teams but can only be assigned to one.

 

Thank you

DamianoM
New Contributor

Hi,I don't understand, if there is now possible to assign the same person to more than 1 team.

It could be very useful. 

 

Thank you. 

techissueshelp
New Contributor

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