How Can an Admin Hide Lead Data from Agents

How Can an Admin Hide Lead Data from Agents

How to Hide Lead Data From Agents

User guide


In this guide, You will learn how an Admin can hide Lead Data from Agents. Follow the steps below to check how this can be done from Admin Panel.

Step 1: From Admin Panel, Go to Option Campaigns>Campaigns>Chose Campaign>Modify.



 

Step 2: Click on “Agent Opt” option and Options will be shown to you.

 

 

Step 3: In this panel, you can Select any option you want to hide it from your agents and set it to “Y”.

 

 

Step 4: You can select multiple options you want to hide. Once done, Scroll down and click on “Submit”. Now your agents won’t be able to see lead data options which have selected as “Y”.

 


After Clicking on Submit, Lead Data Options are hidden successfully for Agents.


 

 

 




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