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Lead Source and Download Reports Access Restrict

Admin can restrict agent access to Lead source and download reports.

To view the enhancement:

  • Navigate to settings

  • Click on restrictions

 

  • Search for the agent for whom you want to revoke or grant access

  • There are two new columns added- Lead Source add/edit or delete and Download.

  • Either you can enable or disable access for the selected agent.

Enabling agents to have access to Lead Source add/edit or delete,  the agent can add, edit or delete the lead source. Once the access is restricted agents cannot add, edit or delete lead source while adding a new contact while adding a deal card. Even in the pipeline lead source, the restricted agent will have no access to add, edit or delete any lead source from the list.

 

Enabling agents to have access to download,  the agent can download the reports and other documents. (deal charts, leaderboard reports, list library in engagements). Once the access is restricted the download option will not be available for them.

 

Enabled access view:

 

 

Restricted access view:

 

 

In case if the agent is restricted access, he/she cannot modify the list source while adding contact/deal. He can only view and select from the list source available.

 

While adding a contact:

 

 

While adding a deal:

 

 

In Pipeline too, the restricted agent will not have the option to add, edit, delete or download the lead source option.

 

 

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