Hi all,
I have a team working in same lead list. In the lead stage, I already add new stage "working on it"
My suituation is: in lead A at stage "New"
- User 1: open lead A and change lead stage to "Working on it"
- User 2: open lead A and no action on it
My question is: How to I setting that when User 1 open Lead section he can see the stage of Lead A is "Working on it". At the same time, user 2 open Lead section, he only can see the stage of Lead A is "New".
Best Regards,
Akira Nguyen
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Hello,
Current pages state doesn't have any validator to indicate that someone is working on the record. This feature is planned for future releases. As for now the 2nd user will not see any changes unless he refreshes the browser page.
Regards,
Dean
Dean Parrett,
Hi Dean. It is good to know that this is being planned for future releases. Will this be available generically against all section and detail records or only specific sections?? Thanks in advance.
Hello,
As for now we do not have any details on that, but logically it should be available at least in all detail or section records. Our developers only have in plans to add this feature, but I cannot tell you how it is going to work.
Regards,
Dean