Lead Distribution & Sub User Accounts
Once you establish a Lead Distribution profile, you can use the DataView and Sub User features of Logiforms to present the leads to others. You can create sub user accounts, each of which only the data which is relevant to each sub user-data which has been categorized and evenly distributed by a lead distribution pool. Here we outline a basic approach, but you can tailor to meet your needs.
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Add a hidden field to your form that will contain the name of a lead; you might call it SalesRep.
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Next, set up a lead distribution pool with 2 members, say, Sam and Bob.
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In each of these profiles, choose the field SalesRep in theField to Update column and specify the Value you want to insert in the field.
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Then, create two dataviews. You could name the first DataView Sam and specify that the view will filter to display only records where SaleRep = "Sam". The second DataView could have the name Bob and would only show records where SaleRep = "Bob".
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Finally, create two Sub User accounts, again using the name Sam and Bob, and set the default DataView for each to Sam and Bob DataViews that you have already setup. When these sub users login to their respective accounts, they will only have access to the records that have their name in the SalesRep field..
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