Hi All, I’m new to AC. Spent 2 days trying to work out the following requirement. We want to distribute the leads to third-party dealers, who whom we create user accounts. The problem is - we can’t work out a way to separate each user assigned deals from everyone else, no matter what we tried with user permissions. You can control which list users can/can’t see, but there is no way to control which deals the users see. We would like for each logged in users (dealer) to ONLY see the deals assigned to them. Is this possible? I’m at my wit’s end, trying to figure this one out.
Hey @spirit532!
Heeeere to help!
First off, are you a reseller?
If you’re using a standard account, this user set-up will not be able to be achieved until the release of our new CRM/Deals, which will be live in the next few months.