Control access to leads
Choose who can view, edit, convert or delete leads, and whether they can see colleagues' leads.
Table of Contents
The Leads group controls the pipeline.
View leads opens the page.
View other staff members' leads shows more than their own.
Create leads, Edit leads and Delete leads.
Convert leads to clients.
Manage pipelines and stages.
Set these on a role, or under Role & locations for one person. Visibility can narrow which leads someone sees further.
Up next
Next, read Control access to analytics.