Installation Company ERP / CRM


How to Restrict Sales Representatives to View Only Their Leads

Step by step instructions:

  1. Head to the main menu.
  2. Click ‘Admin’.
  3. Click ‘Manage Users’
  4. Select the user you wish to restrict.
  5. Toggle ”Yes | No’ beside ‘View Only Own Sales’.
  6. Press ‘Save’.

The Sales Representative will be restricted to see only their leads, we ask you to notify the team member if this will be a change in their current display to limit support enquiries.

This function limits the access the salesperson has on their lead page, if they are set a follow-up for another sales reps lead, this will show on their dashboard and they will be able to access the file. Also, if they were to answer the phone and assist the customer with a query, by typing in the lead number into the search field they will be able to access this page and leave a follow-up for the relevant salesperson to contact them back.

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