The marketing team would like a queue to store leads that must be reviewed and then manually assigned. Only the marketing team should be able to view or edit leads within the queue.
Once you have completed the configuration to meet the goals outlined by the scenario, you will want to test the results. To do this, edit your test user, and change the role and profile to a marketing user. Then login and test as that user. Once complete, logout.
Then, edit the test user again, changing the role and profile to a sales user. Then test as that user. Logout once complete.
- [Test as profile “Marketing User” and any marketing role]
Marketing users can reassign leads from the marketing queue to other users.
- [Test as profile “Inside Sales” (or “Standard User”) and any sales role]
Users outside of the marketing role hierarchy cannot view leads within the marketing queue.