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Leads

This page shows the feature role matrix entries related to leads.

FeatureAdminCsmSdmExpertVendorCustomer
View leads table✔️✔️✔️✔️ (own only)✔️ (own only)
Create lead✔️✔️✔️✔️✔️
View lead✔️✔️✔️✔️ (own only)✔️ (own only)
Update lead✔️✔️✔️✔️ (own only)
Delete lead✔️✔️✔️
Assign manager✔️✔️✔️
View lead progress✔️✔️✔️✔️ (own only)✔️ (own only)
Qualify lead out✔️ (manager only)✔️ (manager only)
Approve BRD✔️✔️
Flag BRD✔️✔️
Reject lead✔️✔️
Import leads✔️
Export leads✔️✔️✔️
Flag delivery reworked✔️✔️
Populate demo data✔️
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