Problem: A sales manager need to assign the lead to the salesperson in his team. However, the Assigned To selection is showing all of the user in Sage CRM.
Solution: to set the the assigned to selection value, we need to customize the Assigned To field. This customization need to be perform by Administrator.
From the Administration page, go to Customization -> Lead
Go to Screens tab, and click on the Lead Detail Screen to customize the fields.
Click on Lead: Assigned to (lead_assigneduserid)
And add this script to the ‘Create Script’ box. This script will only list user that is in the same team as the current user.
SearchSql="user_primarychannelid="+CurrentUser.user_primarychannelid;
