What permissions need to be set to access/add leads from Prospector?

Edward Sinkinson
Edward Sinkinson Posts: 1
edited July 2022 in Sales CRM #1

When using Prospector, we are getting a pop-up message saying we don't have the needed permissions when trying to click the + Lead icon.  What permissions need to be set?



  • Mike van der Valk
    Mike van der Valk Posts: 4,045
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited October 2020 #2

    Hi @Edward Sinkinson 

    Did you or your team potentially already reach out to our support team about this?
    I believe it's because a regular user is using it. Only admin users have the permission at the moment to create leads.

  • Priit Parmann
    Priit Parmann Posts: 53
    Third Anniversary 10 Comments 5 Likes Photogenic
    edited November 2020 #3

    Hello, just wanted to mention here that some time ago we implemented a permission for just that, it's called Add Prospector leads and it's available under Settings > Manage users > Permission sets.