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Swapnil D Partner Portal - Leads assignment for partners in community portal
Hi,
We recently setup a community portal and we are unable to assign leads to users based on their respective territories.
for example:
We have 2 partner users,
User1 who handles all leads from Jamaica
User2 who handles all leads from United Kingdom
I want the above users to only see leads, opportunities and accounts from their respective territories in the leads inbox or the deals page.
Would appreciate help on how that can be done.
Thanks,
Niel
We recently setup a community portal and we are unable to assign leads to users based on their respective territories.
for example:
We have 2 partner users,
User1 who handles all leads from Jamaica
User2 who handles all leads from United Kingdom
I want the above users to only see leads, opportunities and accounts from their respective territories in the leads inbox or the deals page.
Would appreciate help on how that can be done.
Thanks,
Niel