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Sage Construction Management Ideas Portal
Status Already exists
Created by Jack Speshock
Created on Aug 12, 2024

Teamlink Portal - Add leads

Currently leads do not show up in the teamlink portal for users using authentication method 2

  • Attach files
  • Jack Speshock
    Aug 13, 2024

    Sorry I should have been more specific, Looking for the owner to be able to view the lead not the supplier/subcontractor

  • Admin
    David Holler
    Aug 12, 2024

    This feature is already available in Sage CM. Please note the last subheading/question in this help topic: https://help.sagecm.intacct.com/Content/TeamLinkPortal/Authentication/TeamLink_Auth2_CollaboratingOnProjectLeads.htm