THIS ARTICLE WILL SHOW YOU STEP-BY-STEP HOW TO ACCESS LEAD SHARING SETTINGS SO THAT SPECIFIC USER ROLES MAY VIEW AND/OR MANAGE LEADS OF OTHER USERS WITHIN CERTAIN GUIDELINES.
NOTE: The ability to access Lead Sharing Settings is a feature that comes enabled for Admin or Owner roles. Other roles must have this feature enabled.
1. Log in to the SalesRabbit Web App (app.salesrabbit.com) On the left-hand menu, select the Settings option.
2. In the Settings page click on Roles & Permissions on the right-hand side.
3. On the page, you will see the different Roles on the left side. Clicking on a role will then bring up the list of Permissions. Each role has the same list of Permissions, but with different access to those permissions based off of what you, as the admin or owner, have set.
4. Near the bottom of the Permissions, you will see View Leads and Manage Leads:
View Leads: Ability to view leads from all users in the level selected.
Manage Others' Leads: Ability to edit, delete, reassign and export leads from all user in the level selected.
5. As an example (see screenshot below), if the Manager role is selected and View Leads is set to the "Office" level and is switched to "On" then all Managers will only be able to view (not manage) all leads of any user within their assigned office.
6. Once you have set the appropriate guidelines, there is no need to "save" as all changes on this page as all changes are saved automatically.