Sharing Lead Records between multiple users
Hello,
We have the need to share Lead Records between groups of users, where each user should have the acess to Edit and Read the lead records.
Following are my queries
1) Lead Team : Can a group of users be assigned to the Lead Team automatically based on the Lead Type?
a ) Configuring workflows does not seem to be an option for Lead Team object
b) Assignment Rule configuration does not have the option to Assign a Lead Object to Lead Team - is this something available but hidden in the present configuration?
We have the need to share Lead Records between groups of users, where each user should have the acess to Edit and Read the lead records.
Following are my queries
1) Lead Team : Can a group of users be assigned to the Lead Team automatically based on the Lead Type?
a ) Configuring workflows does not seem to be an option for Lead Team object
b) Assignment Rule configuration does not have the option to Assign a Lead Object to Lead Team - is this something available but hidden in the present configuration?
Is record sharing using Books of Business the only way this can be achieved ?.
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