http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/21081.aspxWed, 26 Feb 2014 15:57:24 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:21081Method_Greg0http://forums.method.me/cs/forums/thread/21081.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=21081<p><span style="overflow:hidden;" id="mce_0_start">Hello,&nbsp;&nbsp; </span></p> <p><span style="overflow:hidden;" id="mce_0_start"></span>&nbsp;&nbsp;&nbsp; Check out the blog post on <span style="overflow:hidden;" id="mce_2_start"></span><a href="http://web7.methodintegration.com/cs/blogs/methodblog/archive/2013/10/23/sharing-customers-activities-and-more-in-method-crm.aspx">sharing <span style="overflow:hidden;" id="mce_1_start">c</span>ustomers and activities<span style="overflow:hidden;" id="mce_2_end"></span></a>.&nbsp; Make sure your user has beeen assigned a Sales Rep.&nbsp; That way, you can designate records to users through the Sales Rep.&nbsp; Then set the permissions for the user in Step 6 of the users edit screen.</p> <p>I hope this helps!</p> <p>- Greg<span style="overflow:hidden;" id="mce_5_start"></span></p>http://forums.method.me/cs/forums/thread/21071.aspxTue, 25 Feb 2014 19:38:41 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:21071SALES-SUPPORT0http://forums.method.me/cs/forums/thread/21071.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=21071<p>When setting a new user/employee, I have selected that the person only be able to see his or her leads, but all leads are still showing.&nbsp; How do I set it so the person can only see his or her leads?</p>