crm_operating_unit

Purpose

Enable operating-unit awareness in CRM leads and opportunities so defaults, visibility, and access follow users’ operating units.

Features

crm.lead: Adds an operating unit field on leads and opportunities linked to the sales team’s operating unit for multi operating unit users.
crm.lead: Defaults the operating unit on new leads or opportunities from the sales team or the user’s default operating unit.
crm.lead search: Provides filters to search leads and opportunities by operating unit.
crm security: Restricts visibility of leads and opportunities to operating units the user is allowed to access through record rules.