🔐Lead Permissions

To check a lead's Access Permissions, open its LEADS tab and search for the desired lead. Then click "Edit";

Only the administrator user can access all leads with different permissions

In the lead information, below the photo, click "Access Permissions";

Responsible Employee: Select who will be the user responsible for this lead. The user responsible for the lead will always have access to it, and their data will be used in some system automations (such as sending emails, for example). Users and Departments: Select which users and/or departments of the system will be able to access this lead (in addition to the responsible employee). If a user does not have access to the lead, they will not be able to view or edit it, regardless of their permissions in the system's “Permission Groups”. If you leave the user and department lists empty, all system users will be able to access this lead.

This configuration is important, because depending on it, you may not be able to access opportunities in the sales pipeline, service records in SAC 360, and may even be unable to view the lead itself.