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

Posted By Sharad.k over 4 years ago

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

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0 Matthew Shaw over 4 years ago

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?
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0 Matthew Shaw over 4 years ago

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

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