Please, note that the idea is to not have multiple reps working on the same lead and so Selly was designed so that persons with a "Sales Rep" accounts can only view leads that have been assigned to them.
However, if you have a manager's account then you will be able to view all the leads that are coming into Selly.
How do I assign the leads so that everyone will be able to see those leads?
Dixon Adair -
0 Comments