Description
The starting point of branching is
This article describes the following information about branches:
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Branch Types
Primary Branch
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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.
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Creating a New Branch
Users may add a new branch via User Registration. The Add New Branch popup opens when the user clicks the + sign next to the Branch field.
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A green popup notification appears confirming that the new branch has been created.
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Editing an Existing Branch
Users may edit an existing branch via User Registration. The Edit Branch popup appears when the user clicks the Edit button next to the Branch field.
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The updated branch is saved by clicking the Update button on the Edit Branch popup. A green popup notification appears confirming that the branch has been successfully updated.
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Deleting an Existing Branch
Users may delete an existing branch via User Registration. The Delete Branch popup appears when the user clicks the Delete button next to the Branch field.
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