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6340 Weergaven

Hi,

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

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Annuleer

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'.

Auteur

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

Beste antwoord

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

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Annuleer
Beste antwoord
  • 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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Annuleer
Auteur

Mathias, Still unable to see "leads" menu.

Auteur

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

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