Defining Roles

Note: Team settings are open only for Admins and Account Owners only.

-Account owner is the highest authority on the system. They can edit all tabs, leads, users, pipelines, and configurations. They can perform all data entry actions & review and modify reports & settings .Can perform all functions including performing calls, register updates, or log to mobile apps.

-Admin is the second-highest authority on the system (after Account Owner). They can see/edit all tabs; leads, users, listings, chats, pipeline & reports. Perform all data entry actions and all bulk assign & move on the system. Review all reports and modify settings. PS: Admin is a managerial position that can’t perform calls, register updates, or log to mobile apps.

-Listing Manager is a position made for the person who exclusively handles listings, he can add, edit any listing on the system. Visibility: only see “Leads” inserted or assigned to him.

-Super Leader is the highest position in terms of Sales, they can see any list on the system without being part of it, monitor all team leaders and teams, perform all actions on any lead on the system (register a call, move, re-assign). Review all reports, pipelines & dashboards. Can log to a mobile application.

-Collaborator is a sales position with limited access on the full account but full access on the list they are part of. They can see leads, reports, assign, move and Can log to a mobile application (for the lists they are part of.

-Team Leader is a middle sales position, they can be responsible for a team. Can overlook leads assigned to them and to his team, perform all actions on any lead they can access (register a call, move, re-assign). Team leaders can see only the “Lists” they are part of, can see only their leads and team’s leads. Can log to a mobile application.

-Team member is an entry sales position, Can overlook leads assigned to them only, perform all actions on any lead he can access (Register a call, move, re-assign). Team members can see only the “Lists” they are part of, and Can’t be added to a list without their “Team Leader”. Can log to the mobile application.

-Data entry manager is a high position that can be used by “marketers” or the person in charge of “data entry”, he can see any lead on the system. Perform all data entry actions, bulk assign & move on the system. Can’t create new lists, add users or see reports.

-Data entry is a role with limited accessibility, they can see all lists but only see the leads inserted by them in each list, can do bulk assign and move to the leads inserted by them to any user. Can’t perform calls, connect campaigns or see reports. This position can be used for “data entry” people or marketers at the entry level.