Content Comparison

The starting point of branching is User Registration where all users have the ability to create, edit, and delete a branch.

• Primary Branch

  • This is the branch to which the user belongs.

  • A user can only be assigned to one branch at a time.

  • The default value is Default.

• Branch Permissions

  • These are the branches to which the user has View permissions for leads.

  • The user can view, take, and assign leads belonging to these branches.

  • Users can be assigned to have permissions to all, multiple branches, or a specific branch with the associated data.

  • All permissions grants access to view all branches.

  • The default value is Default.
    
    

    

...

Once the user clicks the Delete button, the ! Deleting Branch popup appears to reconfirm the deletion.

...