Giving access of deals, leads and accounts based on certain criteria
Hello,
I have a partner who needs to have access to only specific accounts, leads and deals. Do let me know how this can be achieved. I understand this may not be possible in free edition. Do advise if this is possible in Standard edition.
Here is a more detailed explanation of my problem.
1. We sell products from multiple partners.
2. For Leads section, I can select the Industry and if a particular industry is selected, my partner should be able to see only that lead.
3. For Account, I can select the Industry and if particular industry is selected, my partner should be able to see that account
4. For Deal, I can select the deal type as the partner and if that is selected, partner should be able to see that deal only.
I am not able to do that at the moment obviously, please advise how this can be done