Is it possible to restrict user from creating an account but at the same time allowing them to qualify the lead? I tried to do it with OOB security roles configuration but it is not allowing the users to qualify the leads if we remove the ‘Create’ rights on account entity. Approach to solve the… Continue reading Restricting users from creating an account directly but allowing them to…
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Restricting users from creating an account directly but allowing them to qualify leads
Is it possible to restrict user from creating an account but at the same time allowing them to qualify the lead? I tried to do it with OOB security roles configuration but it is not allowing the users to qualify the leads if we remove the ‘Create’ rights on account entity.
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