The following leads will be displayed in the user's screen: The leads shared with the user. The leads created by the user. The leads reassigned to the user.
The tasks under the following categories will be displayed in the companies pool of the user: Tasks which are created by the user. Tasks which are shared with the user.
The companies under the following categories will be displayed in the companies pool of the user: Companies which are created by the user Companies for which read access is granted to the user
Smart List are filtering conditions that can be saved by a user for later use. There will be many filters which will be used very frequently by the sales people. The leads which are open, leads created by a specific user, Contacts created in last 30 ...