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Wednesday, August 13, 2025
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8/13/2025 2:32:39 PM
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Web Forums - SalesLogix Web Platform & Application Architect
Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (
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Thread: Customer Portal - Accessing Leads assigned to their Account
Mike Boysen
Posts: 53
Customer Portal - Accessing Leads assigned to their Account
Posted: 03 Oct 08 10:04 AM
In the Dealer world, I'd like to be able to assign leads to an Account. I'd then like to be able to display them to a customer portal user.
I know there are some limitations here, would this be one of them. I'm going to test but I was hoping someone would know theoretically.
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William Vespe
Posts: 16
Re: Customer Portal - Accessing Leads assigned to their Account
Posted: 14 Oct 08 1:34 PM
Mike, we did something similar with customer assets and contracts (allowed customers to view their assets and contracts from the customer portal). We ran into some limitations with the GroupBuilderDLL (we couldn't limit the records in the group to just those that belonged to the logged in user's account) but Sage worked with us to get a new DLL that could handle that. This was in version 7.2
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Mike Boysen
Posts: 53
Re: Customer Portal - Accessing Leads assigned to their Account
Posted: 14 Oct 08 2:00 PM
Thanks, that was helpful
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