Role Management - Bulk Manage
The Bulk Manage role enables the "Bulk Manage" option on the dashboard. With the 'Bulk Manage' option users can complete the following bulk actions from the Dashboard
- Close Lost
- Allocate
- Update Progress
- Schedule Follow Up
The 'Bulk Manage' role is a User based role where any users who are added to the role will see the 'Bulk Manage' button, and those that do not have the role will not see the button.
Related Articles
Role Management - Managing Notifications
Splitting Role Notifications In 20.8.1 we improved the way Notifications are handled within selected roles. Where previously in app Notifications, Email and SMS notifications were controlled via a single 'Notifications' check box we've now added ...
Role Management - Manage Contacts
The use of the Address Book is controlled via the 'Manage Contacts' Role. If added to the role user can view contacts and contact groups If flagged as Manager, user can add/edit/delete contacts and add/edit contact group If no role created then all ...
Role Management - Manage Email Templates
The Manage Email Templates role gives specific users the ability to manage, edit and create their own email templates by activating the menu item Settings>Email Settings>Email Templates. This role should only be used when there is a user who can work ...
Role Management Overview
Role Management is available for Autoplay Users and users who are assigned to the 'Role Manager Admin' role. Managers can add or remove users to the Role, Non-Managers have view only access. Not all Roles can be administered to users with the ...
Role Management - Manage Leads
MANAGE LEADS is the main role that controls the Sales Pipeline usage. There are two levels of control. 1. User added to the role - this enables the user to create leads and manage their own leads. 2. Ticking a User as a Manager allows that User ...