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Hi,

How can I enable leads option into Sales tab for a sales person.?

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Are you talking about how you can use (and access) the leads? You should just install the module 'CRM' which will make the new menu items available under 'Sales'.

编写者

Yenthe, I have already installed crm module. But still I dont have Leads menu into Sales tab.

最佳答案

My CRM does not show the leads option at the top menu as well. 

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最佳答案
  • Go to settings -> Users -> click the user you want to give access to
  • Edit the user
  • Give access rights to Sales module:"User:Own leads only" or "User: all leads"
  • Save
  • The user should see the menu!

 

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编写者

Mathias, Still unable to see "leads" menu.

编写者

Mathias, Still unable to see "leads" menu.?

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