Please help me implement the restriction of sales representatives’ data based on lead types (e.g., Client, Channel Partner, etc.) for sales managers. Specifically, a sales representative handling "client"s should have a sales manager with visibility limited to sales reps assigned the lead type “Client,” excluding those with the lead type “Channel Partner.” Kindly assist in implementing this.
Create lead type as a doctype and apply user permissions?
https://docs.erpnext.com/docs/user/manual/en/user-permissions
thank you