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Hi all. I have a dilemma and I can't seem to find an answer.
We have partner portal setup with leads sent to our outside sales. We have a manager who assigns leads to his people and they can in turn share leads with their team. The problem is that when they popup the listbox to choose the new lead owner, the administrator is an option. I don't want them to be able to assign to the administrator. I want to either restrict them from assigning up the hierarchy, or when they do assign to the admin auto-assign back to the original owner.
Is there a way to do this? I looked through workflow and lead processes, but they don't seem very dynamic. I have multiple partners with multiple queues, so I can't just send "statically" to one queue. I need the system to say "this lead was assigned to the admin by x partner; assign back to x". Or, if possible, restrict assignment to the administrator altogether.
Thank you in advance.
We have partner portal setup with leads sent to our outside sales. We have a manager who assigns leads to his people and they can in turn share leads with their team. The problem is that when they popup the listbox to choose the new lead owner, the administrator is an option. I don't want them to be able to assign to the administrator. I want to either restrict them from assigning up the hierarchy, or when they do assign to the admin auto-assign back to the original owner.
Is there a way to do this? I looked through workflow and lead processes, but they don't seem very dynamic. I have multiple partners with multiple queues, so I can't just send "statically" to one queue. I need the system to say "this lead was assigned to the admin by x partner; assign back to x". Or, if possible, restrict assignment to the administrator altogether.
Thank you in advance.