We are trying to adapt to utilizing Leads in the Prospecting tools. As the SuperAdmin I cannot seem to see the Leads other than my own. Is there a permission setting I’m missing, or is this just not permissible?
It would be great to be able to toggle a view or have a tab for a view that allows me to see my Reps and how they are using the Prospecting features. Most my team is remote, so I can’t just pull up next to their computer to view.
Hi @DropTheFee,
Super admin status is not enough to access leads, please keep in mind that you also need a paid sales seat. If you have that, you can use the dropdown at the very top to access leads by other users:
[Sales workspace: make the change in the Leads tab]
[Prospecing workspace: make the change in the Summary tab, then switch to Leads]
Additionally, you can always use the custom report builder to create overviews of leads. At the moment, for certain questions, I find that a lot easier and faster than navigating the sales / prospecting workspace (because of how filters work). Simply select the ‘Leads’ data source in the custom report builder and create a table visualization. Create reports with the custom report builder
Hope this helps!
Hi @DropTheFee,
Another update here! For me, CRM → Leads still reflects the old interface. But navigating to CRM → Contacts, then clicking on the Contacts dropdown in the top left corner and changing it to Leads brings me to the new Leads index page. Along with the filtered / saved views we know and love.
Leads Are Now a Standard CRM Object
What is it?
Leads now function as a standard CRM object with the same index page capabilities as contacts and companies, including standard tables, saved views, and board views.
Why does it matter?
When we initially launched leads, it was only available through the sales workspace and wasn’t a full standard object. We later added leads to the Smart CRM navigation to give admins the ability to manage leads without accessing personalized sales workspaces, but it still lacked the full functionality you’d expect from a standard CRM object. This created an inconsistent experience—leads behaved differently than other objects like contacts or companies, and lacked features such as standard saved views and board views.
How does it work?
Accessing the leads index page
Navigate to CRM > Leads to access the standard index page with full CRM table functionality. The leads table is available in both the CRM and the sales workspace (when you opt into the new version of the Workspace), giving you flexibility in where you manage your leads.
Changes to existing functionality
Converting Leads into a standard object, did cause some functionality to change:
- Analyze tab: Standard objects don’t include an analyze tab, so this has been removed from leads. All reports from this tab remain available at Sales > Sales Analytics > Sales > Activities & Leads. A prebuilt dashboard including these reports will be added in the coming weeks.
- Custom Leads columns: The following columns have been modified:
- Stage: No longer displays “for X days”.
- Next Activity: You can no longer schedule a task directly from this column if nothing is planned.
- Company: You can no longer add a contact, view target account status, or change the associated company to the lead from this column.
Who gets it?
Leads are available on Sales Hub Professional and Enterprise.
Learn More:
Best regards
