Everyone who can own a lead gets a row and a choice: Own leads only (where everybody starts), Selected reps — pick which colleagues' leads they can also see — or All leads. Admins and sales managers sit in a fixed Full access section and see every lead without a rule, because handing out the unassigned leads is their job. Each row saves on its own, and the rule is applied on the server where the leads are read, not just on the screen.
Also called: rep can only see their own leads · sales manager sees everything · hide leads from other reps
A rep sees his own book, and that is where everyone starts
Own leads only is the default, and it is written on the row rather than implied by a blank — so you can read it off the screen. Admins and sales managers sit above, under Full access, and see everything without a rule. Reps quietly calling each other's leads is a fight that costs you a rep, not a lead.
Two reps both call the same barndominium lead on a Tuesday, the customer thinks you're disorganised, and the reps stop speaking to each other.
A rep who knows his leads are his works them harder and stops guarding them from the next desk — and the owner never has to referee who called whose customer. Writing the default on every row means nobody has to guess what a blank meant.
A rep who covers colleagues can be given exactly their leads and no more
Try itThe middle setting names which other reps' leads a person can see, so Sheila, who covers Marcus when he is out, gets Marcus's book and nobody else's. Most systems offer own or all and nothing between — and the one who needs the middle ends up holding the whole company's pipeline.
Marcus is out for a week, nobody can see his leads, and three of his callbacks go to a competitor who answered first.
Cover works without a free-for-all: Marcus's customers still get called back while he's on a site, and Sheila doesn't suddenly see the whole company's book. The choice is made per person, by name, because cover follows people, not a rank.
Taking leads off somebody's screen is never silent
Each row saves on its own and only when you press it, so narrowing a rep's view is a deliberate act — pick Own leads only, and nothing changes for Marcus until that row's Save. A rep who opens the pipeline and finds half his book gone assumes the software lost it — and phones you instead of the customer.
You narrow one rep's view while setting up another, he opens the board the next morning to half his leads, and spends the day convinced the system ate them.
The rep never opens his board to a nasty surprise, so he keeps trusting it with his whole day — and the owner never gets the panicked call about 'lost' leads. One row, one Save means a misclick on the next person can't take anything away.
The rule holds everywhere the rep looks, not just on one screen
This screen is the editor; the rule itself is applied on the server to the leads a rep's screens ask for — the sales board and the history of who called, texted or emailed each lead. A visibility rule that only one screen honours is decoration — the rep finds the lead somewhere else and calls it anyway.
You keep a lead off one rep's board, but the call history still shows him every conversation with that customer — so he rings him anyway.
The rep can't stumble on a colleague's lead through a side door, so the owner's rule is the rule, full stop — and nobody has to police it. Applying it where the leads are read is what makes every screen agree.
- 1Admins and sales managers are listed under Full access — they see every lead.
- 2Every sales rep and project manager gets a row, starting at Own leads only.
- 3Pick Own leads only, Selected reps, or All leads from that row's menu.
- 4Selected reps opens the other salespeople as toggles — tick exactly whose leads this person can also see.
- 5Save that one row — narrowing somebody's view is never something that happens while you are looking elsewhere.
Reps working one shared board and quietly calling each other's leads is a fight that costs you a rep, not a lead. Most software offers own leads or every lead and nothing in between, so the rep who covers two colleagues ends up holding the whole company's pipeline. And a rep who opens the board and finds half his book gone assumes the software lost it — so narrowing is always a deliberate press, one person at a time.
- Lead visibility was all-or-nothing.
- There was no middle ground between own leads and every lead.
- The person meant to hand out unassigned leads could not see them.