What Leads can a User see?

Modified on Tue, 6 Feb, 2018 at 2:31 PM

The Group Permissions of a User will determine the User's experience while using the Lead Distribution Module. 


Partner Users:

  • If a Partner User belongs to a Group that has the "View All Leads" permission, they will be able to view and manage all Leads associated with their Partner Organization. 
  • If a Partner User belongs to a Group that has the "Receive Leads" permission, then they can only view and manage Leads that are assigned to them. 


Internal Users:

  • Internal Users with Lead Administration or Lead Management permissions can view all Leads. 
  • Internal Users with Lead Partner Manager permissions can only view Leads assigned to Partner Organizations that they're assigned to as a Partner Manager.


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