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Ilya2020-09-28 11:51:33
Bitrix24
Ilya, 2020-09-28 11:51:33

How to make a separate manager see all the work only by his own leads?

In our B24, there is an employee of a third-party organization that makes advertising, is it possible to somehow configure this employee to see the entire path of his lead, including the future contact and company, but not see other contacts and companies?

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2 answer(s)
A
Andrey Nikolaev, 2020-10-08
@OresamaDirect

so that this employee sees the entire path of his lead, including the future contact and company, but does not see other contacts and companies?

No.
For a lead, you can.
For a deal, you can.
Not suitable for contacts and companies.
Yes, and it makes no sense. If he is only engaged in advertising, then he will have enough leads (all information, except for subsequent communications, is there)

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Egor, 2020-09-28
@zaborosnosimuy

You can do it through the setting of rights in CRM, put the "Own" property on the necessary items

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