User Access Permissions: Leads

Learn how to configure a set of permissions for employees to manage Leads

Amalia avatar
Written by Amalia
Updated over a week ago
  • Can see Leads — gives access to the “Leads” section displayed in the right menu sidebar.

  • Can create Leads — allows users to create new Leads. Otherwise, adding new items on the “Leads” page or when receiving incoming calls from clients is disabled.

  • Can edit Leads makes it possible to modify the existing Lead dialog window. Otherwise, the employees are unable to apply any changes with the “Save” button.

  • Can delete Leads — allows to instantly remove the Lead with all data from the system. Otherwise, the “Delete” button is disabled.

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