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6 Odgovori
6347 Prikazi

Hi,

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

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Opusti

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'.

Avtor

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

Best Answer

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

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Opusti
Best Answer
  • 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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Opusti
Avtor

Mathias, Still unable to see "leads" menu.

Avtor

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

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