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Hi,

How can I enable leads option into Sales tab for a sales person.?

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Kassér

Are you talking about how you can use (and access) the leads? You should just install the module 'CRM' which will make the new menu items available under 'Sales'.

Forfatter

Yenthe, I have already installed crm module. But still I dont have Leads menu into Sales tab.

Bedste svar

My CRM does not show the leads option at the top menu as well. 

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Kassér
Bedste svar
  • Go to settings -> Users -> click the user you want to give access to
  • Edit the user
  • Give access rights to Sales module:"User:Own leads only" or "User: all leads"
  • Save
  • The user should see the menu!

 

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Kassér
Forfatter

Mathias, Still unable to see "leads" menu.

Forfatter

Mathias, Still unable to see "leads" menu.?

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