How to create a data set in the Leads App?

Updated on June 13, 2022 05:44AM by Admin

Data Sets in Apptivo give you the ability to provide access privilege of object records to a specific group of people. Depending on the assigned data sets the records will be available for the employees or users of your firm.

Configuring Data Sets is a Two-step process:

  • Create Data Sets
  • Assign Data Set to employees

Steps to create a data set:

  • Log in and access the Leads app from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
Leads - Settings
  • On the settings page, go to Security → Data Sets and click on the Create button.
Leads - DS Create
  • The Create Data Set page will be displayed, Here enter:
    • Name - Name of the data set.
    • Description - Description of the data set.
    • Enabled - Slide the toggle ON to enable the data set.
    • The Criteria is the space where you can define the condition. Here, the criteria are set as “Lead Status= Prospecting”. This specifies will be grouped as a set.
  • Click Create once done.
Leads - DS Created
  • Similarly, you can create multiple data sets.

Steps to Assign Data Sets to Employees:

  • Select Data Access Sets which is under the drop-down menu of Security.
  • Click on the Add button displayed on the right panel of the Data Access Sets page.
Leads - DAS Add
  • Click on the Search icon in the Employee Name column.
  • From the popup, select the required employee and click on the Select one button.
  • Now click on the drop-down of Data Access which provides the lists of Data Sets that you have created. Select the Data Set.
  • Click on the Tick icon to save.
Leads - DAS Tick
  • Now the data set is assigned to the employee that you’ve chosen for your business needs.
  • Therefore, data access is provided for the specific employee. You can edit or delete the data access by using the Edit and Delete icons.
Leads - DAS Overview