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Session Id :
Microsoft Dynamics CRM (Archived)

How to assign created by user lead to modified by other user " My Open leads"

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Hi all,

I am stuck with one issue regarding leads. I created one lead in sales module. Now other user has modified the same lead, I just want to show same lead in modified user " My Open leads" in sales module. Can anyone help me out on this. 

Regards,
Pulipaka

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  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: How to assign created by user lead to modified by other user " My Open leads"

    Hi,

    Open Advanced find and do it from there. Here oyu have the tutorial:

    www.youtube.com/watch

    there are plenty of other examples, google does not bite.

  • RE: How to assign created by user lead to modified by other user " My Open leads"

    Hi saad,

    Can you let me know how to create new view

  • Suggested answer
    AbiRami Profile Picture
    AbiRami 516 on at
    RE: How to assign created by user lead to modified by other user " My Open leads"

    Hi Laxman pulipaka,

    You can create workflow for lead entity and in record field change, assign the record to the user who modified the record. So that the corresponding record shows in "My Open leads" of modified user.

  • Suggested answer
    RE: How to assign created by user lead to modified by other user " My Open leads"

    You can create another view and in filter use modified user as current user

    0385.Capture.PNG

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