How can I show only those users in Lead_assignedTo field who belongs to Current users Primary and Display Teams both?

Dear Members,

Since I have 100+ users in CRM, while creating or editing a Lead, I need to show only those users in Lead_assignedTo field who are part of Current logged in user's Primary and Display teams.
Kindly share your insight on this.

Thanks in advance !
Sharad

  • HI Sharad

    Just to double check, are you trying to restrict the list of users in the 'Assigned To' field on Lead to only those users who are part of the same team (+ display team) as the user who is currently logged in?

  • Hi Matthew,

    Thanks for your interest, let me explain what is required:

    If you will see below table, User1 has Support (Primary Team) and Sales (Display Team) and other users having other teams as well.
    Now what is required is, if User1 is logged in, he should see only those user names in Assigned To field who falls in Support and Sales Team only whether its there Primary or secondary team. 

    Users

    Primary Team

    Display Team

    User1

    Support

    Sales

    User2

    Sales

    Operations

    User3

    Marketing

    Credit

    User4

    Support

    Logistics

    User5

    Operations

    Sales

    According to above grid, if User1 is logged in he should see only User2, User4 and User5 in AssignedTo field because these users belongs to Support and Sales teams which are User1's Team.

    Cheers !