Fields, permissions, and safe setting changes
Modify the visibility, requirement status, default value, and help text for standard Lead fields in **Module Field Settings**. Create new fields required by your organization in the **Custom Fields** section.
Last updated 20 days ago
A user's role determines their ability to view, create, edit, and delete Leads. The assigned owner and certain stages may further restrict visibility. Having permission to administer settings does not automatically grant full access to all Leads.
Change process switches one by one:
- note the previous value;
- select a single test record;
- define the expected result;
- verify the change on the record card and in related modules;
- only then apply it to the team.
Automatic Opportunities creation, reassignment of owners, and email importing can create or overwrite many records. Test these first in a separate environment or using clearly separated test data.
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