I have two user roles working in Leads Module
1. Customer Service
2. Lead Nurturer
We get leads from advertising. The first person to receive the leads is 'Customer Service'. When the customer service thinks that the lead need to be nurtured/educated, then the customer service will press button 'Need Nurturing' which is a button from Blueprint like this
when the button is pressed then a custom function (deluge) is triggered and will change:
1. The lead status is changed from 'Attempted to Contact' to be 'Need Nurturing'
2. Lead Owner is changed from 'Customer Service' person to be 'Lead Nurturer' person
here is the problem....
our Customer Service sometimes is asked to report the daily total leads and its status. the report in 'Report' Module is like this
the problem is, our 'customer service' can no longer see the leads in report after the owner is changed to 'lead nurturer' so the total leads daily reported is no longer accurate.
so my question is .....
how to make our customer service still can see the leads in report even after the owner is changed?
I am thingking to change the hierarchy of the role. currently the role hierarchy is like this
If I set the 'Lead Nurturer' under the 'Customer Service' hierarchy, I believe they can see the records in the report, but the problem in this approach is our 'Customer Service' can edit the record owned by the 'Lead Nurturer'
do you have a better solution maybe? please help :)