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I have created a lead and would like to make it shareable. How?

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Updated on July 25, 2019 04:52AM by Admin

Hi John,

Thanks for taking the time to post your question.

In order to share your leads with your employees, you will need to enable "Data Level Access" option as "All". Here is the visual help guide to turn on data level access: https://answers.apptivo.com/questions/11498/how-do-i-customize-data-level-access-in-leads-app.

Please feel free to chat with our support engineers.