Assigning leads

👨‍💻 Development Help
1

When I assign the lead to someone it disappears from my leads. How could I send lead to person in system and leave it in my list (to view)

2

This can be managed using Roles

Create a role = “Manager”

Here in the rules Lead - Edit, Delete, View and List are set to all

Create a role = “Basic User”

In these rules for Lead - Edit,Delete,View and list are set to Owner

Any user in manager will see “all” leads
Any users in Basic user will see their Own leads

If you are an admin user you are above Role management and see/edit everything

Thanks :slight_smile:

3

Another reason for this is you may have a default filter on your Leads to only view “my items”