How to Restrict Lead Search Capabilities
This FAQ will discuss how to change the search capability of an agent.
- Login to https://admin.convoso.com/login using your Admin Credentials.
- From the Dashboard, click on Account and select Users from the drop down.
- Under Show Users, click Action button and select Settings from the drop down
- Click on Data Access Level Tab and scroll down to the bottom and look for Lead Access Level.
- Change the Allow User to Search from Everyone’s Leads or Their Leads Only
- Click on Apply Changes button.