Only Show Agent Leads They Are Assigned...

While we can show an agent only the leads they are assigned, (when Manage all leads [?] is toggled off), it prohibits us from assigning them unassigned leads.

This limits our ability to manually manage leads amongst management to our sales representatives.

I believe some simple coding would fix this. When we give the agent the lead name, they are able to find the lead and assign it to themselves (despite the fact that it initially says it has assigned it to ‘empty’ - it does in fact work.

To get round this, we have to toggle the Manage all leads on and off.

Hi Michael,

Welcome to the community page!

The closes thing we can offer for this at the moment is the use of lead groups.

Should this change with Pabau2, we’d be happy to let you know.

Kind regards,
The Pabau Team