New: Visibility groups for Leads in all plans 👁️ 👁️ (gradual roll-out until end of March)
Inês Batata Admin Posts: 2,925COMMUNITY MANAGER
edited July 2022 in What's New #1
To provide more data security for leads, users can now define who can see each lead by using visibility groups.
All users in all plans who have Leads Inbox.
How does it work? What can I do?
Default visibility settings for Leads will be:
- Essential + Advanced: Entire Company
- Professional + Enterprise: Owner’s visibility groups
Users are able to change visibility settings for leads by default, individually and in bulk from:
- Company Settings
- Leads Inbox
- Web Forms
Where can I learn more? Visibility Groups for Leads (BETA)
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Silvio Eberardo Posts: 2edited March 2021 #2
Does that means that the leads visibilty can be set? I am looking forward for something where the Lead its only visible for its owner, not the entire company. Thanks, Silvio0