Thursday, November 29, 2018

Permission to create Sales Team

User's role needs to have the permission for CRM Groups to access Sales Team under Setup > Sales > Sales Teams.

1. Navigate to Setup > Users/Roles > Manage Roles.
2. Edit the role.
3. Under Permissions > Lists subtab, add the CRM Groups.
4. Assign specific access level.
5. Click Save.


Note:
1. Adding the permission for "CRM Groups" will also allow the user to access Groups under Lists > Relationships.

 

 

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