How to Restrict Permissions for Listing Leads in the CRM?

Hello Community,

Is it possible to limit a user’s permissions in the CRM so that they can register leads/clients but cannot list them?

For example, we have a person responsible for registering leads, but they should not have the ability to list them.

Andrés Quesada

To confirm, you want the user to have permission to create a Lead, but not view the list of Leads?

You’ll need to grant permission to create only. have you tried using role permission manager to accomplish this?

1 Like


Thank you for the answer.

Andrés Quesada

Yes, I would like the person to be able to create a Lead, but not to have access to the list of Leads.

I have not. But I it looks like it is the appropriate way. By creating a new role with those permissions.