Not Authorized to View Lead Sent to Worklist

Not Authorized to View Lead Sent to Worklist

Document number: 11328

You are not authorized to view a lead sent to the worklist. This is because you are not the lead owner, manager of the lead owner, or you were not added as a Task Assignee in the lead.

To resolve the problem, you need to ask the sender of the Notification or the Lead Owner to create a task in the Task section of the lead, and name you as the Task Assignee. Once this is done and the lead is saved, you should be able to view the lead through the link in Worklist.

If you still can't view the lead from the link, go to your Sales Lead page and click on the Filter criteria "View Leads as Task Assignee." The lead should appear in your list of leads, and you should be able to access it from there.