Customer/Profile Tab/Business Activities Display Leads For Users Not On Sales Team (Doc ID 2362231.1)

Last updated on DECEMBER 19, 2022

Applies to:

Goal

In 12.1.3, leads created in Sales user /Sales Dashboard on lead tab are visible to other users under customer business activities section, how to avoid or restrict sales leads of being viewed by other users?

Steps to Reproduce
==========
1. log in
2. Navigate > system administrator responsibility > profile > systems > check user 'XXX'
3. query for profiles
ASN: Customer Access Privilege
ASN: Lead Access Privilege
OS: Customer Access Privilege
OS: Sales Lead Access Privilege

all are set to 'Sales Team'

3. Login
4. Navigate > sales user > sales dashboard > click leads from short cut > click create lead button >
5. create new lead 2-4 lead review lead sales team =
John Doe

Jane Doe

6. Log in
7. Navigate > sales user > sales dashboard > Customer hyperlink from short cut > query customer 'XXXX' > click XXXX hyperlink > update customer page on Profile tab scroll down to Business Activies section view 'Open Leads' notice lead (2-4 lead) appears where this lead should not appear due to above profiles set to 'Sales team' and user's resource does not exist on customer or lead sales team.


However if you navigate sales user > sales dashboard > click leads from short cut on the view page, lead (2-4 lead) does not appear.

How to avoid or restrict sales leads of being viewed by other users under customer/profile tab/ business activities section when other users profiles set to 'Sales team' and user's resource does not exist on customer or lead sales team ?
 

Solution

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