
Vital CRM
Leads - Adjustment of "Share Data with" Permission
Leads - Adjustment of "Share Data with" Permission
Originally, only system administrators could batch adjust the permissions of leads in the Leads list using "Share Data with." Now, this function is extended to users with "Edit Leads" and "Leads Assignee" permissions.
Roles with editing leads and assignee permissions
This is suitable for scenarios where "marketing personnel assign leads to sales representatives," "sales managers batch assign leads," or "transfer leads from resigned employees to current employees" where assistance from a system administrator is not necessarily required.
Popup for setting leads permission if an account is set to have "Additional Permission Settings":
- "Add Permissions" and "Remove Permissions" cannot be used. You can only decide whether to override permissions by selecting "Set Access Permission."

https://faq.vitalyun.com/EN/CRM#5445