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javierjiesjavierjies 

How to restrict privileges for a Lead Record Type?

Hello everyone!

 

I would like to know how to avoid people to see Leads with a specified record type?

 

Is there any way to do this with Profiles?

 

Thanks in advance!!

GeraldineGrayGeraldineGray

Go to the Profile and don't click "Edit" but instead scroll down the page to Record Type Settings and you can set them there.
javierjiesjavierjies

Thanks for your fast reply!

 

If I do this I avoid them to create new Leads with this record type, but they keep seeing the Leads created with this record type... 
GeraldineGrayGeraldineGray

That is why we used it: the User can see the data but they can't create that type of record (for us it was the ability to create a Contact-Customer but not to create a Contact-Employee).