Defining Lead Visibility

You can define how partner users of certain roles can view leads in the portal:

  • All Leads - Users with the role see all leads regardless of who is assigned to them

  • Assigned Leads - Users with the role can only see leads that are assigned to them, or leads that are unassigned

Use the Lead Visibility setting for a Partner User Role. For more information, see Creating a Custom Partner User Role.

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