Link Lead/Opportunity record sharing? RRS feed

  • Question

  • We are sharing access to specific Leads/Opportunities with users.

    When that user is granted access to a Lead, we'd like it to carry forward to the Opportunity when that lead is qualified. Currently, if a user who has been shared access to a Lead attempts to view the corresponding Opportunity (via the Business Process Flow), they will receive an access denied error until the corresponding Opportunity is also shared with them.

    Is there any way to have this opportunity record shared automatically in CRM?

    We are using CRM 2016.


    Tuesday, October 18, 2016 4:03 PM