Wants to know how to limit access to a group of users to just a filter of contacts

Version 1

    Details

    Wants to know how to limit access to a group of users to just a filter of contacts


    Resolution

    1. Create a filter (dynamic so new contacts will be included that meet criteria) of contacts 2. Create a usergroup for the users that will own the contacts from step 1  3. Click on the GO TO menu>>Lead Management>>Assign Owner/manager 4. Select the Filter from step 1 from the first drop-down list (filter to update), select the usergroup you created from step 2 for the second drop-down list (owner) 5. Select Complete curtaining 6. Click on OK 7. Log into GoldMine as someone that is not in the usergroup in step 2 to test