When your Prosperna account uses Lead Sharing Permissions, you'll see a:
- Visibility Permissions setting button on the Leads Dashboard.
- Visibility Permissions setting icon on the Individual Lead Record.
This allows you to limit access to each individual record to very specific people in your organization.
You can share a Lead Record with:
- Only yourself (default) by selecting "Only Me"
- Your up-line Manager by selecting "My Manager"
- A specific person on your Team "My Team" and the specific person's name
Sharing a Lead Record from the Leads Dashboard
STEP 1: Select which Lead Record(s) you want to share visibility to and click the Lead Share button.
STEP 2: Select who you want to share these Lead Records with and click Save.
Sharing a Lead Record from the Individual Lead Record
STEP 1: Select the Individual Lead Record you want to share visibility to.
STEP 2: Select who you want to share these Lead Records with.