How to Restrict Lead Search Capabilities
This FAQ will discuss how to change the search capability of an agent.
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 the Show Users section, click on (A) "Action Button" then select (B) Settings from the drop down
Step 4: In the Users settings page, go to the (A) "Data Access Level" tab.
Step 5: Scroll down to the bottom and look for Lead Access Level.
Step 6: Change the (A) "Allow User to Search" from Everyone’s Leads or Their Leads Only and click on (B) “Apply Changes” button.