Remove Sales Person Visibility Of Key Lead Detail Information

Remove Sales Person Visibility Of Key Lead Detail Information

Overview

New functionality ensures that certain fields are hidden from regular sales users when managing leads. This creates a more consistent workflow, helping all leads to be handled with the same level of service and focus.


Provisioning

In the Manage Leads role, there is now a new role attribute that will allow the below fields to be selected

  1. Source

  2. Campaign

  3. Finance Quote Date

  4. Lease Quote Date

  5. Expected Registration Date




Once selected, any user who is not marked as a manager in the role will now not be able to view those fields.

Note: if there are multiple roles with the Yard/User combination that have this setting enabled, the least restrictive will be enforced and the fields will be visible to all users.