How to configure lead profile tabs for Team(s) and User(s) ?
Overview
Customize lead profiles efficiently using Lead Profile Tabs Visibility to Teams/Users, allowing you to assign tabs based on team and user, saving time compared to individual user customizations. Instead of navigating through unnecessary tabs and clutter, team members can focus on the specific details and tools that are most relevant to their roles. This targeted customization not only saves time but also enhances user experience and productivity.
Step by Step Instructions
By following these steps, you can efficiently manage and customize lead profiles for your users and teams.
Navigate to Manager Registration Fields and click on the settings button visible on the top right of the screen.
Expand Profile Section Config, and select the section or tab on the lead profile you want to customize.
Here, you can choose whether you want to grant access to users or teams by selecting either the "User Listing" or "Team Listing" tab.
Use the search bar to find and select specific users or teams, noting that selecting one will automatically deselect the other.
Assign section visibility to users or teams using the user and team listing. When assigned to a team, all current and future team members will see the section.
After making your selections, confirm and save the changes to update lead profile visibility.
NOTE: When changing section visibility, pop-up messages may appear to warn that assigning visibility to users will revoke team access, and vice versa. Click "OK" only if you intend to proceed and understand the access changes.Section Visibility: Profile Section config on Add Quick Lead/Applications
This ensures users see only the sections they are authorized to view in both the Lead Profile view and the "Add Quick Lead/Upload Single Application" form in Lead/Application Manager on both Web and Mobile applications. This consistency improves the user's experience by displaying relevant information and validating mandatory fields accordingly.
NOTE: We suggest keeping dependent fields in the same section to ensure a smooth user flow in "Add Quick Lead" and "Upload Single Application".Conclusion
Lead Profile Tabs Visibility empowers efficient, role-based customization of lead profiles by teams or users. It reduces clutter, enhances focus, and ensures a consistent experience across Web and Mobile platforms—ultimately improving productivity and data accuracy.
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