The following Contacts will be displayed in the user's screen: The Contacts shared with the user. The Contacts created by the user. The Contacts reassigned to the user.
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
Team is an entity in the the CRM under which a set of users are grouped. All the users in a team gets access to the tasks, leads, deals etc. shared with the team. Creation of teams makes it easy for the sales executives to work collaboratively on ...