Managing Leads

• Enable print view lists of leads (and paging) - This will list all lead details displayed on search leads and provide the permission to print out the lists of leads shown in search leads.
• Enable export leads & lead activity - This will download all records fr om the system into a CSV format spreadsheet. The spreadsheet will contain ALL contact information and ALL activity i.e call notes, emails & more. This doesn't delete records just pulls out the information from the system.
• Enable bulk actions - Bulk actions can be used from search leads to form multiple “actions” on mass enquiries. I.e send multiple emails or texts, assign all leads to a particular user, delete all leads, change the status of all leads (there's no undo so careful who has the permission to carry out bulk changes that can be made to all records in your system)
• Enable edit lead details - Will permit a user to change contact details/make changes to lead details
• Enable view/reset billing point – When a billing point is reset it cancels or annuls any transactions that have previously occurred.
• Enable view/edit lead cost - The cost field usually holds the price you paid for the lead or the cost for the lead this information might be private and not shared with all users. The ability to change the amount might mislead your reports if it's changed incorrectly.
• Enable view/edit lead value - The value field usually holds the amount you have charged when the lead is referred to a third party or the amount you have made from a sale. This information might be private and not shared with all users. The ability to change the amount might mislead your reports if it's changed incorrectly.
• Enable add notes, emails, tasks & other items – Allows a user to record any activity on a lead.
• Enable delete notes, calls & documents – Any Note call or document can be deleted in which the history of the leads activity would be permanently deleted.
• Enable change user - This will allow the user to assign their leads to another user and also to assign other users leads to them self.
• Enable change lead type - This will allow a user to change the classification of a lead. For each lead group you have a lead type so If a lead was received into a "Car insurance" group the lead type could be changed from "Third party" to "Fully Comp". Be careful. The lead type controls automated actions.
• Enable change status - This would allow a user to move the stage of a lead which would have an effect on your reporting or searching results as well as lead actions that trigger events based on status changes.
• Enable edit introducer - This will change the details held for wh ere a lead originated.
• Enable edit source details - Allows the user to change the associated site, the source reference, or the marketing source/medium/term when editing a lead.
• Enable view hidden fields
• Enable edit hidden fields 

• Enable view introducer/source fields & details - Unticking this permission will hide introducer and source fields when adding a lead, searching for leads, and from the lead summary, details, and quick view. Note that it doesn't hide the field from export files, or if introducer is set up as a column on the search leads page.
• Enable partner referral - Allows a user to refer a lead to a buyer and as a consequence can bill or charge the buyer.
• Enable unrefer, return & reverse leads - This will allow a a user to use the Referral button on the lead when this button is pressed any transactions that have occurred (charging a buyer and paying an introducer) will reset the billing. The Referral button accesses 

• Enable view/manage linked leads - Allows the user to see any leads that are linked to other leads they have permission to see. As an example if you had view only self assigned leads selected above, the user can only see their own leads but with view linked leads selected they now can see linked leads that may be assigned to other users.
• Enable access to forms from lead summary - Forms allow you to display information to a user, and also to save responses against a lead. By making this form accessible from the lead, you are making the form available for a user to access whenever they want from a 'Forms' button on the lead summary. If you don't select the 'make this form accessible from the lead summary' the form will only be available for use within workflows or prompted by lead actions.
• Enable access to workflows from lead summary - This allows a user to start or stop workflows running on a lead. Users will also be able to cancel or defer actions in a running workflow.

• Enable user to send messages to other users - users can message all other users internally. (not partners)
• Enable access to availability calendar of other users - Allows users to view all other users calendars (which will highlight any tasks or events that are set)
• Only access availability of users in own group(s) - Allows users to view other users calendars (only users in their own group)
• User can see full details of other user's tasks/events/appointments - Allows Tasks, events and appointments shown through the calendar but not to see the users dashboard where leads can be redistributed
• Enable as Team Manager – This will allow a user to have a Drop Down menu on the home screen which can revert to any of the users home screen, they will be able to view other users tasks /appointments, reassign leads using the Redistribute tasks and view other users conversions,
• Only manage users in own group(s) - will allow the above option(s) but only allow the settings to include users held in the same user group. This would not permit full access to full users.

• Allow user to manage settings – This will enable a user to have a settings tab on their homepage, this will allow them access to the lead group and lead types, to set up data capture, to add/change lead actions, to set partner delivery settings, to amend user settings including permissions, to set up templates and forms, to add documents, and other settings on your account such as branding, access keys, etc
• Enable user to access tools - This will enable the user to Import leads in bulk, to update leads in bulk and to print mail.
• Enable user to manage partners - This allows a user to view (and amend) partner details including contact details for partners, which leads the partner provides or receives and at what cost. The user will have permission to change delivery scheduling such as times leads can be delivered and also to change the credit limit set up.
• Only manage associated partners – Only allows the user to see the above details but only for partners they are associated to under their permission settings.
• View partner statements and add transactions -This would permit the user to see partner statements and any transactions associated to leads. This will include being able to add on transactions (charges for leads) or to make refund any charges)
• Enable access to Reporting – This would provide the user with a reporting menu. it's important to note that ALL reports can then be accessed rather than just being able to view a selection. The report contain details on Introducer(s), buyer(s) lead cost(s) lead value(s), user statistics, profit and marketing evaluation.