we are a team with 4 salesmen.
This is my flow:
- New record with lead info is created.
- Lead is tagged to a salesperson, in a round configuration. Each time a new lead to another salesperson
- The point I can not solve is: How to display only the relevant leads for each salesman?
I want salesman A will see only the leads tagged to him. And that he will not be able to see the leads that are tagged to the others salesmen / B / C / D,
Right now, I have one table, do I need to create the same table for every salesperson?
If to solve this issue I will have to use Integromat is it’s not a problem. share with me your thought how my scenario should be?