Manage team access to leads
Leads often contain personal contact details, so access is limited to the people you choose. This article explains who can see the Leads section and how to give team members access.
Who has access by default
Business owners always have access to the Leads section. Team members do not see it until you give them the Leads permission.
Give a team member access
- In Business Manager, go to Team.
- Select the team member.
- Under their permissions, set the Leads permission.
- Choose the level of access: their own leads, or all leads.
- Save your changes.
Team members with access can view leads, update lead statuses, and export the leads they can see to CSV.
Remove access
Follow the same steps and remove the Leads permission. The team member keeps their other Business Manager access.