HubSpot Ideas

dalvaradomga

Add Permission Set for Lead Object

Currently, I can manage permissions for the Contact object so that my sales reps can only edit contacts they own.  

 

Screenshot 2024-08-16 at 3.19.18 PM.png

 

However, there are no permission options for the Lead object. Therefore, I have noticed that my sales reps can create leads in a contact object that they don't own. 

 

It would be great that either: 

 

a) Lead inherits from Contact, in where, if I can't edit contacts that I don't own, I therefore can't create leads in that contact. 

 

OR 

 

b) Add separate Lead settings to where I can be restricted from creating/viewing/editing leads that I don't own. 

 

2 Replies
EHILAL
Member

Indeed that woud be super usefull !
It's hard in my company to make salespeople start using the lead objects whereas we can't put the same permissions as for the other objects. 
They can't delete a lead they created by mistkae for exemple so only the superadmin (me) can do it... 

CAndresen
Member

I totally agree. 

We need to limit the access to leads based on teams, and its so frustrating that Leads is not its own object but instead a part of the Contact object 😞