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How to remove Create Sales lead button in redwood

edited Nov 8, 2024 5:01AM in Sales 3 comments

Summary:

How to remove Create Sales lead button and +Create sales lead from the lead workspace list please suggest which functional privileges to be removed/added for this.

Content (please ensure you mask any confidential information):

job role has these two privileges in redwood.

  1. Create Sales Lead Digital Sales

2. Create Sales Lead

 

Wanted to know if removing these two privileges in a custom job role will take away Create lead button from redwood list page for sales leads or

removing first one only will take away that button in redwood list page for sales leads and the second one continue to give the create lead ability only in old workspace but not in redwood list page ?

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