• Resolved etrust

    (@etrust)


    Hi

    I need urgent a way to prevent a normal upicrm user to delete leads. How can I achieve that?

    Thanks

    Raphael

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author Upi

    (@upi)

    I believe you can send leads to users by mail, and NOTassign those leads to the users…
    would that solve your problem ?
    you can use the “email notifications” menu to send leads information to users, while assigning leads to a UpiAdmin (yourself?)

    Thanks
    Uri

    Dear Admin, no this will not solve the problem. Admin needs to assign the lead to a user but user should not be able to delete the lead. Can this be fixed or is there any setting please?

    Plugin Author Upi

    (@upi)

    Hi,
    currently we don’t have this feature… sorry.
    We could offer you to develop this option for you, if you wish to explore this option- please contact us through our web site.
    thanks
    Uri

Viewing 3 replies - 1 through 3 (of 3 total)

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