Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

There is a system/user settings to allow any Leads with the Lead Status of Waiting Approval to be hidden from all but specific users, (eg Managers Only) so theses newly created leads can be reviewed beforehand, then changed to a new status for all users/reps to see.once the Status has been change the Lead will show for everyone*. (*Those who are able to see that Leads Rep Code)

For example based on the system or user setting any Lead with theses Waiting Approval Status will show or be suppressed in the Leads data-grid:

...

  • The system wide default is for everyone to see theses you with you need to ask for us or this to be reversed to disabled in the system setting.

  • Then for each user that is allowed to see Waiting Approval Leads the following setting needs to applied:

...