Use Lead Books
Lead Books help a team control which groups of leads are available to which members.
Where to find it: Admin → Settings → Lead Books
What to do
- Create or open a lead book and describe its purpose.
- Add the eligible team members or rules shown.
- Save and verify access with the affected role.
- Review the book when team membership or territories change.
Good to know
- A lead book does not replace contact assignment or general lead visibility.
- Remove inactive members promptly so access stays accurate.
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