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Adam Hennessy (Entel Systems) ha fatto una domanda in #Leads

Hello! I'm very new to the platform, and I've started watching tutorials on the basic functions, but my company has a user that is no unable to add new leads/opportunities to the database. Her "create new" dropdown in classic mode no longer contains "lead", "Account", "contact", etc., and I can't seem to find where to re-enable those permissions. Any help would be greatly appreciated. Thank you in advance!

 

#Leads  #Newbie  #New Contact

2 risposte
  1. 2 ago 2021, 19:02

    Have there been recent changes to the system? Like adding record types?

     

    Does anyone else have this issue? If no, are they on the same Profile & Role as the user who has this issue?

     

    Are you the system admin so that you can make changes?

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