Currently, lead objects are only visible to users with a paid sales seat.
Other departments would benefit from seeing the lead objects and their current stage on contact/company views.
This would improve the general overview for:
Marketing: Automated hand-overs from sales to marketing based on lead properties (e.g. disqualified reason) [currently lacking visibility/understanding]
Marketing: Evaluating generated leads is hard if you cannot see the object
CRM Data Management team: It is hard to build automations around lead objects if you cannot see them.
Customer Success team: Interesting to see where a newly acquired customer comes from/if a lead is still open if they e.g. convert via the website touchless
Business Development Team: Hard to create leads if you cannot see if there are any currently associated to the company
Understandable, that working with lead objects is restricted to seats, but read without write permission would be crucial.
Yes this is much needed. We have SDR & Sales teams with paid seats who triage a lot of leads, whilst I get that not everyone should be able to work lead objects it's pretty important that other teams can see leads for marketing and reporting visibility. There is no way we will pay for potentially 50-60 extra paid seats when the rest of paid seat functionality will never be used by these other teams. It's therefore really holding us back fully utilising the lead object.
It's unreasonable that super admins can't see an object and an entire workspace (Prospecting) if they don't have a Sales seat. I can't configure settings for my Sales team as the company's CRM admin and it's inappropriate for members of the sales team to have the permissions to customize views.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.