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