Hi All,
We are developing our CRM using Zoho Creator. We are basically Pharma company.
We have created a form called "Leads". This forms as all required fields along with MR Number. All Medical Representatives (MRs) should log into system and enter Leads information. The Drop down menu in Leads form will show MR number, so that they can choose his/her ID while submitting Leads information. Later Business user can see, who has submitted how many Leads on a given day/week etc.,..
The Issue is with Lead Reports. When MR logs in, he/she should be able to see only those Leads, which he/she has entered. I have gone through some documents on access, but did not get any help.
Can someone help me to achive this?