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A user with Admin permissions will be able to see all leads created, regardless of whether they are assigned to a dealer or owner. If you don’t see a lead in your list as expected, contact your administrator to see whether you have the correct permissions. See Also: SalesView Permissions |
Opening a Design
To open the design created by the customer, click the icon on the far right record, under the Design column:
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Note that currently you cannot save custom statuses, but we will have investigate this as an area for future improvement. |
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