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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article