This is a common behaviour in Sales Groups where multiple users are appointed as sales group managers for different groups. For instance, User A & B are appointed as managers of Sales Group “X,” while User B & C are appointed as managers of Sales Group “Y.”
In such cases, the following access rights apply to User A:
1. User A can view leads assigned to all the Users in Sales Group ‘X’.
2. User A can view leads assigned to all the Users in Sales Group ‘Y.’
3. Additionally, User A can also view leads assigned to User C, who is the sales group manager of Sales Group ‘Y’ along with User B.
Now, let’s consider the scenario where A is assigned as the Sales Group Manager of CRM_A, along with Dean Lopez. Dean Lopez is also a manager for two more sales groups, CRM_B and CRM_C, along with users B and C, respectively.
In this case, A has view access to leads/opportunities assigned to all the users in the three sales groups, which are CRM_A, CRM_B, and CRM_C.
Additionally, A can also view leads assigned to users B and C .
Additionally, A can also view leads assigned to users B and C .
This feature of sales group is called as Group Hierarchy where Sales Group Managers have hierarchal access as well.
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