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Hi,

How can I enable leads option into Sales tab for a sales person.?

아바타
취소

Are you talking about how you can use (and access) the leads? You should just install the module 'CRM' which will make the new menu items available under 'Sales'.

작성자

Yenthe, I have already installed crm module. But still I dont have Leads menu into Sales tab.

베스트 답변

My CRM does not show the leads option at the top menu as well. 

아바타
취소
베스트 답변
  • Go to settings -> Users -> click the user you want to give access to
  • Edit the user
  • Give access rights to Sales module:"User:Own leads only" or "User: all leads"
  • Save
  • The user should see the menu!

 

아바타
취소
작성자

Mathias, Still unable to see "leads" menu.

작성자

Mathias, Still unable to see "leads" menu.?

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