User as field
I am exploring if twenty could be a good crm for my use case. Assume a real estate brokerage, where we have leads and clients that need owners records. ie; I need to assign a user as the broker on record. From what I can tell, only user created objects can be selected. Any thoughts?
3 Replies
hey @OMX45 . You can add a new relational field, and use "Workspace Members" as the Object Destination. have a look at my screenshot. we have an active Twenty instance for real estate btw
Thank you for this. Mind if I ask you another question about your in-house protocols? Do you give all brokers access to the entire client list or are lists exclusive to each broker?
that's a very common case for brokers yeah. right now we allow them to see all. however, the new permissions are about to arrive in Twenty, so that could potentially allow us to show only specific leads/opportunities/fields to a specific role/broker. but to be fair I did not thoroughly go through the docs yet.