Permissions overview


View all leads & accounts

View & edit all Segments

View & edit their own Segments

Access & manage integrations

Acces & manage Clients / agents

Acces & manage lists

Access & manage Users

Access & manage Datasets (sites)

Access & manage their LeadBoards

Access and edit Workflow Automation

Upload Leads


We added the Lead ownership concept in LeadBoxer a few years ago, but it somehow got snowed under by new features and other cool stuff. So last month we decided it was time to revamp the concept and make it part of our core feature set again.

Lead Ownership is also saved as a value in the Lead Properties, meaning that:

  • Lead Ownership can also be used in the filters; using an easy select drop-down of your users.

  • Lead Ownership is visible in the Lead Card as a separate item (including the timestamp on hover)

  • Lead Owner can be selected in the custom column drop-down in the Leads overview.

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