I'm trying to set up this scenario with visibility groups, but I'm having issues:
- some users, let's say group A, have to see all leads/deals/contacts
- some others users, group B, should only see their own leads/deals/contacts
- ownership of leads/deals/contact can change from someone in group A to someone in group B, or from someone in group B to group A
I tried to configure two visibility groups, one "group A", with a default visibility set to "Owner's visibility group", and a "group B", child of group A, with a default visibility set to "Owner only".
This works, as long as there is no ownership change. If the owner of a deal change from group B to group A, as the visibility is still "owner only", only the owner can see the deal, not all group A.
Is there a way to use the visibility groups only based on the "viewer", not on the "owner" ?
Someone suggested to me to use automations to change the visibility parameters when the owner changes, but it's not possible, because the visibility group is not available in the filters for automations, I'd have to select user by user.
Any idea ?