I have a board of leads where I assign each lead to an agent.
After I assign the lead to an agent and change customer status, a new item is automatically created in a separate board called “Agents” with the lead data.
The problem is that I don’t want the agents to see the company’s general list of leads, so I didn’t subscribed them in the “leads” board, but only in the “agents” board.
On the other hand, I want to be able to assign the leads by agents in the “leads” board.
From what I understand, you can’t assign people an item without them being subscribed to this board.
Does anyone have a creative way to deal with this complexity without switching to an enterprise plan and paying a lot for the ability to have item permissions?