Method:Classic General Q&A

Re: Assigning Leads to different users and having those show in their lists

Method_Ashur — Thu, 01 Nov 2012 16:39:07 GMT

Setting up Shared Records allows managers and other team members to view and/or edit each other's customers, activities, and transactions. In your case it would be limiting the records your users have access to only records assigned to them. If you would like to learn more about shared lists check out the following link from the Webinars section on our website: http://www.youtube.com/watch?v=NhGH53akyT0&t=15m

- Ashur

Re: Assigning Leads to different users and having those show in their lists

Method_Ashur — Thu, 01 Nov 2012 16:02:18 GMT

Hi Lisakay,

Just wanted to provide some more insight regarding this request. If you limit a users access to records it limits them across the board, so it wouldn't affect only the Leads or Activities screen, all records on all screens will be limited to that user only. Additionally, if you already have a large amount of leads that you wouldn't want to manually assign to an employee then you can always export the leads, edit them in excel, then upload them back into Method. The Import/Export tool is found under Customize > Integration Tools.

- Ashur

Re: Assigning Leads to different users and having those show in their lists

Method_Ashur — Thu, 01 Nov 2012 15:33:08 GMT

Yes you can do this by first ensuring your Users are added as Employees in QuickBooks or Method. I see you already know how to limit users record access so the next step would be to link your user to an employee. Edit the user's settings by going to Customize > Users then click Edit... next to the appropriate user. On the first step of the user edit screen you need to click the drop down list next to Link to Employee/Vendor/OtherName (SalesRep): and select the employee associated with that user. Test assigning leads by selecting that User in the SalesRep field. Alternatively you can create an activity for the lead and assign it to a specific user.

- Ashur

Assigning Leads to different users and having those show in their lists

Lisakay — Thu, 01 Nov 2012 00:23:35 GMT

Hello,

I am trying to figure out how to recieve leads then assign those leads to another user and have that user be able to see the lead in their list. I don't want them to see all of the leads just ones that I assign to them. I know where to assign "Access to Shared Records" under users but I don't want them to see all of my records so I assigned where I can access their records but I don't know how to make the a shared record with them being the "owner".

How do I assign leads to a specific user and so their access be limited to only what's been assigned to them?

Your assistance is much appreciated!

Thank you.

Lisakay