How can we make sure that users in a particular territory can only see the users which that territory has in owner and other users dropdown, right now it shows all users in organization.
How have you set up roles and data sharing? If data sharing is public, all users can see everything. If I misunderstood your question, feel free to email us at support@marksgroup.net.
It shouldn't. When you convert the lead, you will be asked if you want the lead to go under the existing account or a new one - assuming the Account Name in the lead matches exactly to the Account Name in the Accounts module.
How can we make sure that users in a particular territory can only see the users which that territory has in owner and other users dropdown, right now it shows all users in organization.
How have you set up roles and data sharing? If data sharing is public, all users can see everything. If I misunderstood your question, feel free to email us at support@marksgroup.net.
hi, question. I created Lead and at the same time Accounts (type: prospect) with same details - will it affect the analytics?
It shouldn't. When you convert the lead, you will be asked if you want the lead to go under the existing account or a new one - assuming the Account Name in the lead matches exactly to the Account Name in the Accounts module.