What permissions does a "Seller" user have in Leadsales?

Hello, Leadsaler!

If you are starting to use Leadsales with the role of Seller, this article will help you understand what you can do within the platform and what settings depend on the Owner or Admin.

Who defines the permissions of a Seller?

The permissions are set through the path:
Edit funnel → Advanced settings

Only users with the role of Owner or Admin can modify them.

Permission: View leads from other users

• If this option is enabled, you will be able to see:

  • Your own leads

  • Unassigned leads

  • Leads of other Sellers

• If it is disabled, you will only see the contacts assigned to you.

Permission: View the phone number of leads

• You can view the contact’s phone number only if this option is enabled.

• Otherwise, the field will appear hidden to you.

Main funnel and automatic assignment

• The main funnel is where all new leads arrive by default.

• There can only be one, and it will be marked with a yellow star.

• Although you cannot change it as a Seller, it is important to know that leads automatically enter from:

  • WhatsApp

  • Messenger

  • Instagram

Extra Tip

Before fully using Leadsales as a Seller, we recommend also reading:
What are the roles in Leadsales?

If you have doubts about what you can view or do as a Seller in your account, write to us through the support chat. We will assist you instantly!