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If you feel you might not be seeing all the Leads you should be exposed to you may need to check the following areas to ensure you are setup properly.

  • Under Tools → Configure → User Settings → You want to ensure “Show Leads for Salespeople I Manage” is checked

  • You will also need to make sure your Administrator has the appropriate permission checked in your User Profile → “Manage” should be checked if you need to have access to the Salespersons Leads & Projects

  • If you deactivated a Salesperson, it will not show the deactivated salespersons leads so you need to reactivate and change the Leads to a different salesperson. You can do this by right clicking → Lead Options → Set Salesperson.

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