Here we see how to setup the permission based on the different roles

• Telecalling

  • If user is team member and want to show his/her enquiries only

    • Only view own enquiry to the Telecaller

      Telecall Attended By=${self};PENDING;Next Followup Date<${now};Rows=50;

      

  • If user is head and want to see his/her team members enquires

    • View Team Members Lead only

      Telecall Attended By=${teammembers}:Telecall Attended By=${self};PENDING;Next Followup Date<${now};Rows=50;

      

  • If user is from management or want to see all leads without any condition

    • View All Telecaller enquiries

      ;PENDING;Next Followup Date<${now};Rows=50;Telecall Attended By=${self};

      

• Enquiry Details

  • If user is team member and want to show his/her enquiries only

    • Only view own enquiry to the sales person

      Attended By=${self}:Telecall Attended By=${self};PENDING;Attended By=${self};Next Followup Date<${now};Rows=50;

      

  • If user is head and want to see his/her team members enquires

    • View Team Members Lead only

      Attended By=${self}:Telecall Attended By=${self};PENDING;Attended By=${teammembers};Next Followup Date<${now};Rows=50;

      

  • If user is from management or want to see all leads without any condition

    • View All Salesperson enquiries

      ;PENDING;Attended By=${self}:Telecall Attended By=${self};Next Followup Date<${now};Rows=50;

      

Note: To configure team member require to add team members in Team Member field under user management form