Security role permissions

Before capturing and managing leads, administrators must configure lead settings and ensure the required permissions are enabled.

To use Lead Management features, the appropriate permissions must be enabled in Security Roles.

All leads control access to all leads across the organization. 

My leads controls access to leads assigned to the logged-in user.

Reopen leads controls the ability to reopen closed or lost leads. 

Call outcomes controls configuration of call outcomes used during lead follow-ups.

Lead Management dashboard controls access to lead analytics and dashboards. 

Lead settings control access to lead-related system settings

Lead sources control configurations of lead sources.

Lead stages control configuration of lead lifecycle stages.

Lead Types control configuration of lead categories

Task Types control configuration of task types used for lead follow-ups.