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. How do I set it so the person can only see his or her leads?
Hello,
Check out the blog post on sharing customers and activities. Make sure your user has beeen assigned a Sales Rep. That way, you can designate records to users through the Sales Rep. Then set the permissions for the user in Step 6 of the users edit screen.
I hope this helps!
- Greg