Why Is the Sales Group Manager Unable to Edit, Mark Complete, or Delete Tasks Assigned to Members of the Same Group?

By default, even if Sales Group Managers have ‘modify lead’ privileges, they cannot alter any tasks.

If you wish to allow them to update tasks (edit, delete, mark complete) of their group members, reach out to us at support@leadsquared.com and we can enable this functionality through a back-end setting.

To learn more about Sales Groups, see Managing Lead Access through Sales Groups.

Was this Helpful?

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments