Managing leads - head/reps

[Tomer_Marshall]

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?

Thanks,
T.

[Scott_Collier-Weir]

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

[Tomer_Marshall]

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

[Tomer_Marshall]

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?

Thanks,
T.

[Scott_Collier-Weir]

You were so very close!

[Tomer_Marshall]

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

[Scott_Collier-Weir]

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

[Tomer_Marshall]

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