This has been one of our most popular requests. We’ve had the ability to assign a lead to another user for awhile, but our customers have been asking to create permissions so that your users can only see the leads assigned to them. Now you can, by editing your user’s Permissions:
Checking Assigned Leads will filter what your users’ see, only showing them leads (as well as associated tasks and files) that they have been assigned.
One Response for "View Only Assigned Leads"
[...] you might have already seen, we’ve rolled out the ability to only show users leads that have been assigned to them. But what about vendors you may refer to business to? You want to share leads with them, but keep [...]