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Shared User In Lead

Posted on by Microsoft Employee

Can a share user in particular lead can qualify a lead or can do any activity in that lead ?? If not, what is the solution to it so that shared user can do some activity in that Lead.

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  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Shared User In Lead

    Hi Sweta Singh,

    I agree to Andrii's point. If we have given the required privileges to the shared user, I think he will be able to do some activity in that lead.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Shared User In Lead

    Hello,

    That depends on sharing privileges given to a user through sharing. If user will have "Update" and "Append To" permissions I believe that user will have possibility to Update/Add activities to a lead.

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