How to: Enable Auto-Leads
Auto-Leads can be enabled per user allowing you control over who can have access.
Steps to enable “Auto-Leads”
- Go to System Admin then click Users and search for the User
- Open the User File and select Manage Access against the applicable country
- Open the Policies Tab and navigate to Policy > System > Generate Auto-Lead
- Save the User Access File
- Then it is mandatory to save the User File!