Lead Partitions FAQ

Document created by 2029 Employee on Dec 12, 2014Last modified by 9588451ecc601f1a2620c0a3338f73ddec06dbf4 on Sep 27, 2017
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Here are some lessons you should know about how leads work with workspaces and lead partitions.

 

Leads can belong to only one partition

A lead can be assigned to only one partition, and that partition is assigned when the lead is created. See this article to learn more about how that partition is assigned: How is a lead's partition assigned?


How to view a lead's partition

To view a lead's partition, you can either

  • Add the "Lead Partition" column to your lists in the Lead Database, or
  • View the partition on the lead's detail page


See this for more: Viewing a lead's partition


Changing a lead's partition

If you want to change a lead's partition after it's been set, you need to use a Change Lead Partition flow step. You can use that flow step in a Smart Campaign or as a lead action in the Lead Database.


See this for more about changing lead partitions: Changing a lead's partition or workspace


Why can I see a lead in one workspace but not in another?

A lead is visible in a workspace only if that workspace contains the lead's partition as well. If a lead is in a partition that isn't visible to your workspace, that lead will not be visible in that workspace.


See this to learn how to add partitions to your workspaces: Workspace Management

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