How to control lead export and lead delete permissions for users?

You can control all user permissions (including view, create, edit, export, delete, etc.) through the Permission Templates feature.

  1. First, you need to learn how to create a permission template. You can grant no access or full access for lead export and delete.
  2. Once you’ve created a permission template learn how to apply permission templates at the user, role or group levels.

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Sai krishna
Sai krishna
3 months ago

Can i define my own user role? For example Business Analyst

Dharshana Santhanam
Reply to  Sai krishna
3 months ago

Hello, Sai.
No, it is not possible to create any user roles apart from these four – Administrator, Marketing User, Sales Manager and Sales User. To know more about user roles, please refer to User Roles and Access Rights.