Managing leads - head/reps

Hi Friends,

I’m trying to create a lead table in which every rep see’s only his leads, so I filter by “current user”.
But I also want the head of sales, who also enters the leads to this table, to see everyones leads, what’s the best way to do that?


Write another filter that says “or user()=@salesLead”

So the logic is saying:

Show rows in this table only where the current user is assigned to a lead UNLESS you are the sales lead”

You will have to use a formula for that filter rather than the normal UI editor

Thanks, it’ll be my first use of Formals, so wish me luck :pray:

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Thanks @Scott_Collier-Weir

Ok, it didn’t work, this is what I did

and this is what I got

and of course it’s not working… what did I miss?


You were so very close!

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Thanks @Scott_Collier-Weir , I think it worked!!
and I learned a lot on the way.

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So glad! Learning step by step is the only way to get there

Figured this out, but can’t find how to delete post :man_facepalming: