Lead Reassignment and Access Management in CRM

Updated :

We are thrilled to introduce a significant enhancement to our CRM that lets you control lead access when reassigning. This feature responds to specific client requests, offering improved lead management capabilities within your team.

Key Features:

  • Automatic/Non-Automatic Access Revocation: A new configuration option allows you to choose whether an agent's access is automatically revoked when a lead is reassigned to another agent.
  • Access Management in Lead Profile: A new section within the lead profile provides visibility into all agents/CRM users with access to that lead. Admin agents can manually revoke access from this section, except for admin agents or the currently assigned agent.
  • Administrative Control: Administrators have full control over lead access management, being able to revoke or assign access based on operational needs manually.

Benefits of the Update:

  • Fine-grained Control: You now control how lead access is handled during reassignment, providing increased operational flexibility.
  • Enhanced Visibility: The new section in the lead profile offers complete visibility into users with access to a specific lead, simplifying access management.
  • Adaptability to Internal Policies: The feature allows teams to configure the CRM according to their internal lead management policies.
  • Workflow Optimization: Administrators can efficiently manage lead access directly from the lead profile, avoiding additional steps.

How to Use:

  • Automatic Access Revocation (Default): By default, when a lead is reassigned, the previous agent's access is automatically revoked.
  • Manual Access Revocation: Administrators can manually revoke or assign access from the lead profile, ensuring fine-tuned control.
  • Access Visibility: The lead profile now includes a section displaying all users accessing that lead.

This update will significantly enhance lead management within your team. If you have any questions or need assistance, please don't hesitate to contact our support team.



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