I have a question about the role of the permission of CRM users. I want to set the sales manager who can review and export the lead detail report, but the other sales only can see the list of the lead detail.
But when I set the role of permission. As a result, the sales wouldn’t display the lead detail in their dashboard, so it wouldn’t meet my demand.
Therefore, is there anyone who can give me a suggestion to know how to set the appropriate permission to satisfy my need?