Is there any way to restrict data with a record type on Leads
Record Type: Bank
I had created a sharing setting on Lead and added other record types excluding bank, but Sales users were still able to see the Bank data. any suggestions? thanks.
Lead - OWD Private
Sharing Rule - Criteria based
Lead Record Type = other record types excluding Bank
Share with Group - I had created one group with a user for testing, and used that group here
Lead Access - Read/write
logged in as that user and I was still able to see the Bank leads.