Dinamically assign leads to lead and work them one by one!

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1

Hi all,
these are my first steps in the CRM world! I am having a look if SuiteCRM will be suitable for my needs. So, I have approximately 10.000 leads, but I can group them with filters in 10 groups. I need to work them (read contact data, verify them on a third-party service and, if it is good, add an activity - meeting). Because there is not an API available for the third-party service, I am planning to use 10 users to do that. I would like to assign to each one the access to my SuiteCRM installation: everyone will be able to view a lead one-by-one, selecting a filter created by the admin. It is very important that they won’t be able to get all the list of leads.

Is this possible with SuiteCRM?
Thanks
chogori

2

Yes with users, roles and groups

Create the users, create the role and add the users to it

Create a group and add users to it

in the role you can control the level of access the user gets

So for example “Leads” view “Owner”

So anyone in this role will be limited to only seeing Leads they are assigned to as the “owner”

You can play around with this logic to make it work on a group basis or individual