I thought the above was going to be straight forward but its DRIVING me nuts!
Basically we have a new Sales rep user and an existing Sales team manager user who both require access to all of the contact/opportunitys at the same time. Essentially they both can see the pool of “new leads” and then start picking out the ones from the list as required.
However if the Sales Manager starts working on a contact (e.g. it is changed to another status) the Sales Rep CANNOT see it or gain access to that record data anymore.
Also the My Day/Calander/Tasks interface cannot be used here as all the Contacts and opportunities are managed/negotiated through the Opportunities list view.
Currently I assign the Contact to the Sales Manager user via the campaign manager but it only allows you to select ONE user or round robin. This process needs to be automated as it is right now with no input from the users.
ANY help here would be greatly appreciated!