troubleshooting Question

Need help adjusting CRM 2011 Dynmaics' security role to prevent some users from viewing all leads

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tsaicoFlag for Afghanistan asked on
Microsoft Dynamics
6 Comments1 Solution396 ViewsLast Modified:
We currently use MS CRM 2011 and it works reasonably well for what and how we work.  The main thing though, is we get a fair amount of lead "poaching".  The manager can and should be able to view all the leads.  He determines who the lead is assigned to and that person works the lead as any sales person does.  

The problem is the user can select "all leads" and sees the leads regardless of who it was assigned to.  From time to time, they will then call the largest one, start managing the lead on their own, then when the person who was originally assigned to it calls, the call has already been initiated.  The sales people fight, then the manager re-assigns the lead to the other sales person since that person has already had contact with possible client, leaving the original person angry.

I looked to the see where I can change it, but it isn't clear where I can do to remove the drop down option of "View all leads".  Can anyone point me in the right direction\?
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Chinmay Patel
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