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Lead taking User

Lead taking User

Designed for Users who will only book leads for the sales team, they can see the sales reps' calendars and book in leads only.

 

 

Lead taking licence does not have any further access to BUZ

 

Adding a Lead Taker

Before adding Lead Takers, you need to add the User group to activate the licence.

Go to the Users area and add a new Group,

Once you have added the group, you can then add a user and select the Lead Taker group.

 

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