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.

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



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