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CRM 2013 - Let users change records not owned by them RRS feed

  • Question

  • Hello,

    We just upgraded to CRM 2013 from 2011, and while we love it, we are having a very serious problem. In 2011, a Customer Service representative (CSR) could open any Lead, regardless of if they owned it or not, and then make and save changes. After the upgrade, we aren't sure if some setting somewhere defaulted to what its not supposed to be, but nobody can edit, save, or qualify a Lead unless they are the owner of it. This poses a very serious issue and renders us unable to use our CRM deployment.

    Can any of you please suggest how I can correct this problem. The faster I get a response the less likely it is that my Customer Service department will batter down the doors and beat me to death...

    John

    Friday, February 14, 2014 5:46 PM

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