Permissions Problems - Keep leads visible to Lead Owner
Hello,
I am sure this is a common problem, so if someone can just point me in the right direction, I would appreciate it. I tried calling Tech Support, but they barely spoke English and did not understand my inquiry.
What I want to do is to allow vendors to input leads into my Zoho CRM and give them full ability to track ONLY those leads throughout the entire process. Right now, when they assign a lead to me, it vanishes from their screen. So my permissions are being triggered by the Lead Owner.
What I want to do is to use LEAD SOURCE a different one for each vendor, that way I can interact with all the leads and they can see what I am doing. I just don't want the vendors to see each others leads or mine.
Can someone point me to a tutorial that shows how I can setup Zoho this way?
Thank you!