Leave Tracker

The Leave Tracker enables you to manage the leaves of all your users in one place. Users can create their own leaves while administrators can create leaves for all users. The following sections tell you how you can fill in your own leaves if you’re not an administrator user (or sales group manager) and how you can manage all leaves if you are.


For Non-Administrator Users

If you’re a non-admin user, you can fill in your leaves as follows –

  1. Navigate to My Account>Settings>Account Settings>My Leaves and click the Add Leave button.
  2. In the New Leave pop-up enter the appropriate details (see table below).
  3. Click Save when you’re done.

Add leave button

new leave

Leave TypeApply for full day or partial leaves. If you choose the full day option, you can see the number of days you’re creating leaves for.
FromThe day the leave starts from. You can also enter the time for partial leaves.
ToThe day the leave ends on. You can also enter the time for partial leaves.
ReasonIt is mandatory to enter a reason for each leave you create.


For Administrator Users & Sales Group Managers

Admins can view the leaves of all users as well as create leaves for users –

  1. Navigate to My Account>Settings>Users and Permissions>Leave Tracker.
  2. Click Add Leave to create new leaves for users. A user select drop-down will be available in the Add Leave pop-up.
  3. You can also edit or delete leaves by clicking the SettingsSettings iconicon.

Adding leaves by admin

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Scott Hill
Scott Hill
1 year ago

Thank you very much!

Scott Hill
Scott Hill
2 years ago

Does adding a leave date remove a user from lead distribution for that time frame?