Yes — MIZO CRM allows you to control who can access, view, or update leads by using basic user roles and lead assignment rules. This helps teams stay organized and protects sensitive data.
When setting up your team, you can assign different roles like :
🔹Admin – Full access to all leads and settings
🔹Manager – Can view and manage their team’s leads
🔹Sales Executive – Can only see and work on leads assigned to them
These roles help maintain clear boundaries between users and teams.
Each lead can be:
🔹Assigned to a specific user
🔹Reassigned by managers or admins
🔹Only visible to the user it’s assigned to (unless admin access is given)
This ensures that each team member focuses only on their assigned leads.
Depending on their role:
🔹Admins can add, edit, delete, or reassign any lead
🔹Sales users can only update their own leads
🔹Managers can monitor and manage their team’s leads
You can control who sees what — keeping your system clean and secure.
