Searching Leads

How to allow agents to search all leads in the account

Jeppe Liisberg avatar
Written by Jeppe Liisberg
Updated over a week ago

If you want agents to be able to search leads that are on lists not assigned to them, you can do this by following the instructions below:

  1. Manage > Settings > Workflow >

  2. Under Search, click the box next to Search all leads

  3. Click Save.

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