Why can a Sales User view leads they don’t own?

Vir Singh

Updated 03 Dec 2024 | 03:10 PM

Issue: A Sales User (User A), who is not the lead owner, can view leads assigned to another user (User B).

Possible Causes:

• Opportunity Ownership -If User A is the opportunity owner of an opportunity associated with a lead owned by User B, User A will automatically have “View” access to that lead. This is intended behaviour, as opportunity ownership grants visibility into the related lead details.
• Lead Share – If User B has shared the lead with User A, User A will have access to the lead for a limited duration.
• Sales Groups – If User A is the sales group manager, he will have to all the leads owned by User B.

Resolution: Check the opportunity ownership, lead share and sales group settings to discern why the user has access to another sales user’s leads.