Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SugarCRM or SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.
#1369 - Pipeline filtering
Hi, I just installed and configured a similar scenario to the one that you describe in the documentation.
We are trying to setup a west and east sales team and to make sure that the west sales team manager will see the sales pipelines in the dashboard containing only opportunities from west team.
However, in our tests, the pipeline dash-lets contain all opportunities.
We want to be able to use all the pipeline dashlets available in sugar CE.
Is this a bug? Are we missing something?
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SugarCRM Survey Rocket
SugarCRM Survey Plugin
With Surey Rocket, a SugarCRM survey plugin, you can build surveys that trigger automatically to get real-time feedback from customers. It gives custom survey templates, online polls & more. Moreover, you can use the CRM data using inward and outward piping mechanism.