Overview
This User setting allows Admins to customize which Leads the Agent can search in the Agent Interface. They may want to limit their Agent's access to specific sets of Leads or give them the ability to search all the Leads in the Account. This article will discuss how an Admin can configure an Agent's Lead Search setting.
Contents
Set Agent's Search Capabilities
1.) Click the Account main menu.
2.) Click the Users menu option.
The Show Users page will open.
3.) Click the Name of the User to open their Settings.
The User Settings page will open on the Credentials tab.
4.) Click the Data Access tab.
5.) Scroll down to the Lead Access Level section.
6.) Configure the Allow User to Search field
-
Leads They Last Contacted (Previously Defined as Their Leads Only):
Limits the Agent to searching Leads they have called in the past. -
Leads They Own (Based on the Lead Owner Field):
Limits the Agent to searching Leads that have them listed as Lead Owner. -
Everyone's Leads:
Allows the Agent to search all Leads in the Campaign(s) they are logged into.
7.) Click the Apply Changes button.
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