Assign Staff Access to Leads Capture

Assign Staff Access to Leads Capture

This article demonstrates how to grant a staff member access to the Leads Capture module.

*Note: Permissions May Apply. This is an add-on module. Request more information via ourClient Change Request Form.

1. Click My Office from the menu bar.

2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel
3. Click the Staff Members Name to open their staff card and select the Access tab
4. Select the appropriate Leads Module permissions and click Save.

• Access All Leads - Allows User to view & convert all Leads including leads related to Listings outside of their Team.
• Access All Office Leads - Allows User to view & convert Leads relating to any Listing within their associated Office(s).
• Access Leads Module - Allows User to access the Leads module. By default the User can only view & convert Leads relating to their Listings or Team Listings.
• Delete Leads - Allows User to delete any Lead which they are able to access.

5. Click Save Changes.

*Note: Click here to view the article for Assigning Core Areas to a Staff Card.

This can be actioned by a ****master user or someone with the relevant permission - Manage Staff Members.