Hi,
I would like to give some users read access on leads based on the following conditions:
- When the lead owner field == user id of the user OR
- When the next_contact_by == user id of the user.
Please note that the above conditions are OR and not AND.
Then I would also like the same user to be able to see the QUOTATIONS or OPPORTUNITIES of the same LEADS which they have access to.
Using the user permissions manager is not very good since user permission would not tell me who this lead is assigned to when I am looking at the lead.
Also adding user permissions is not very user friendly as we would have to open the USER Permission manager everytime a new lead is created by the user as that lead would not be in the USER PROPERTIES of the user and the ADMIN would have to assign the lead to the person every time a new LEAD is created.
Is there a way to do it so that we don't have to fiddle with user permissions every time.