New: Visibility groups for Leads in all plans 👁️ 👁️ (gradual roll-out until end of March)

Inês Batata

Why?

To provide more data security for leads, users can now define who can see each lead by using visibility groups.
 

For whom?

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
• Chatbot
• Web Forms
   

Where can I learn more? Visibility Groups for Leads (BETA)

 

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Silvio Eberardo

Oi Ines, 

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, Silvio