Can't See Leads When Filtering

Can't See Leads When Filtering

Document number: 11318

If you can't see your or your staff's leads in Customer1, there are several potential reasons:

You may have filters set that are filtering out the leads you want to see. Check your filters, and clear them if necessary.
Only the first eight leads are listed initially. Scroll to the right and click on the arrow to see more records, or click on View All.
You were not set up in the territory tree as a Manager/Admin with Sales Reps/Marketing reps reporting to you.
No sales profile was attached to your login. Log a NorthStar ticket to correct this.
You are not the owner of the lead, and you are not a named Task Assignee on the lead.
You are trying to view your staff's leads, but failed to check the My Staff's Leads filter at the bottom of the page. Check the My Staff's Leads filter and click on Filter again.
The lead list can store only up to 2000 leads at a time. If you have more than 2000 leads, you need to refine the filter criteria and extract all your leads with multiple requests.
If you were just set up, your visibility or territory tree access doesn not go into effect until 2:00 am PST.