How can I make my Leads private?

 

In this article we'll cover

-------------------------------------------------

  1. What is a "Private Lead" and when should I use it?

  2. How can I make my lead private?

-------------------------------------------------

What is a "Private Lead" and when should I use it?

Making your leads private means you are making leads available for yourself only, which means no one else has access to it.

 

How can I make my lead private?

  • Navigate to the Leads module on the dashboard.

  • Click on the existing lead or you can create a new one.

  • If you clicked on the existing one, select Update from the lead information column.

  • This will take you to the Update Lead window where you can scroll down to the additional information section.

  • Click on Privacy and select "Private" from the dropdown and click "Save."

 

If you have any queries, you may reach out to Clientjoy Support at support@clientjoy.io