There is a business requirement for us to establish products insterested with a lead.
Does anyone know if this can be done? If so, how could we associate product(s) to lead? And what are the steps to take to get this done?
We did establish a relationship between lead and product (1 to N relationship); however, for regular users, they don't see either new product or existing product menu items. For users who have system admin rolem, they do see those options. What are the permissions needed for regular users to see those options? Basically, they only need to see existing products and select the ones a lead shows interests. Thanks!