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 users have full access to the Address Book
- If role created then only the users within the role will have visibility of 'Address Book' and 'Contact Groups' screens
- The role cannot be restricted by Yard - the role functions across the entire account
Please note this role ONLY affects the use of the Address Book and Contact Groups screens. If this role is not created within an account, or a user is not added to the role it will not affect the automatic search & matching of contact records when manually loading a lead.
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 ...
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 - 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 ...
Role Management - Manage KPI Targets
The Manage KPI Targets role enables the Dealership KPI Targets, Yard KPI Targets, Salesperson KPI Targets, Lead Sources and screens under Settings>Sales Pipeline Settings. (Note Campaign visibility is controlled by the Lead Manager Role) If the User ...
Role Management - Manage Sources & Campaigns
The 'Manage Sources & Campaigns' role enables any users within the role to access the 'Lead Source' and 'Lead Campaign' screens from Settings>Sales Pipeline Settings. For UK Clients it also provides access to the Test Drive Sources screen. 'Manage ...