Lead Views

[ajinkyamurtey]

Hi, 

Just like contacts views for each owners is there any way to create lead views for each sales reps? Or should I assume if through automation leads are created then the sales reps can see their assigned leads by default in their user account? 

Can anyone please help? 

Thanks, 

Ajinkya

[Lucila-Andimol · Accepted solution]

Hey @ajinkyamurtey 

so from the Prospecting tool

each sales rep should be able to see their LEADs

either from here:

or here:

Hope this helps

[DianaGomez]

Hi @ajinkyamurtey,

Thanks for reaching out to the Community!

In our system, all individuals who are assigned a contact, company, or deal can view this within their account, along with the option to create their own views based on criteria that are most relevant to them. It is worth noting that certain permissions are required to view specific items. 

When you refer to leads, I assume you are discussing a particular state of one of the contact properties, is that correct? If so, then what I mentioned earlier would be the answer to your question 🙂

If not, could you please provide me with an example and screenshots to illustrate what you mean by "lead" for further clarification of potential options? 

Thank you,

Diana