Hi Hammed,
You have a lot of requests in a single question. I would suggest your split each request by itself, as each of these is most likely a complete set of feedback that you are going to receive. Start one at a time.
Saying that, your answers are a few:
• I want my view to see all the reports of all my sales and marketing users
- This would be a personal view with the criteria that you specify to give you these results
• In the sales report for leads I want to be able to see o the owner of each lead o the size (amount) of each lead
- This is part of report design. You will need to add these fields to the report (or duplicate the report and add these fields), and display them in the manner you want. Build the report, and if you have questions after you build please ask.
• I want to be the only one who has the ability to change the status of each lead from "New" to any other status such as "qualified"
- This is a little tricky, since there is no security role or privilege for changing the status of a lead. You can develop a plugin or workflow to execute on the Change Status event of a lead, and check these conditions in order to either return an error message or process the change.
• I also want to see the owner of each activity or campaign in the marketing report as well.
- This is the same as the previous report question. Design it, and if you have questions ask them in a new thread.
• I want the test data expunged
- Don't know what you are talking about.
• I want a report that can readily show me pending activities that are yet to be done by each responsible user
- This is the same as the previous report question. Design it, and if you have questions ask them in a new thread.
Good luck with the work ahead :)
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