Role Management - Close Won Permission

Role Management - Close Won Permission

The Close Won Permission role is to prevent any user from Closing Lead as Won - a direct inverse of the Close Lost Permission role.
  1. If no role = anyone can close lead won
  2. if role created = no one can close lead won
  3. if user added to role = only those users can close lead won
  4. if ticked as manager = no need to do anything 
  5. must be yard specific in role

    • Related Articles

    • Role Management - Close Lost Permission

      The 'Close Lead Lost Permission' role has been overhauled to improve usability.  Where the 'Close Lost' button was previously hidden, the button will now be visible for any user with the 'Close Lead Lost Permission' role.  This will prompt an email ...

    • Role Management - Close Won Validation

      The Close Won Validation role is a Dealer level role. If enabled, then the lead's contact's details are validated for completeness when a lead is closed won. If any of the customer, vehicle or test drive information is missing then the user is ...

    • Role Management - Mark Listing As Sold On Close Won

      The 'Mark Listing As Sold On Close Won' role should only be used when a dealer loads manually to AutoPlay. If role is assigned to account, a new checkbox will appear on the Close Lead As Won screen if the following conditions are met: 1. The listing ...

    • Role Management - Closed Won Notification

      A new role has been added “Receive Closed Lead as Won Notification'. This is a Yard based role. Any users added to the role, will receive a notification of any leads that are set to ‘Close Won’ for the specified yards.  ​The notification will include ...

    • Role Management - Close Lost Notification

      The Receive Closed Lead As Lost Notification is the mid point between the default anyone can close status and the more restrictive Closed Permission role.  The Close Lead Notification role allows Users to close leads as lost BUT will automatically ...