How to restrict exporting of leads
Step 1: Log In to the URL https://admin-lax.convoso.com/login using your Admin credentials.
Step 2: From the Dashboard, click on (A) “Account” and select (B) “Users” from the drop down.
Step 3: In Show Users Section, click on the (A)”Action Button”, then select (B)”Settings” in the drop down.
Step 4: In the User settings page, click on (A)” Access Control List” tab.
Step 5: In the Access Control List page, you may now edit the agent’s access control parameters. Click on (A)”Create ACL” button to create a custom access control settings for the agent.
Step 6: Type in a new name for the agent’s custom access control settings in the (A)”User ACL” box. Click on (B)”Create ACL” button.
Step 7: Scroll down and look for Leads section. Uncheck (A)”Read” capability of the agent.
Step 8: Go back to the top part of the page and click (A)”Save ACL” button.
Step 9: Go down to the bottom part of the page and click (A)”Apply Changes” button.