Role Management - Manage Sources and Campaigns

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 Lead Source and Campaigns' role is yard, user and manager level

As a user in the role for a yard but not ticked as a Manager I can...
a. Can view the Lead Campaigns screens
b. Can only see the Lead Campaigns that are selected for the yards in their role or 'Any Yard'
c. Can not edit any Lead Campaigns at all
d. Can not create any new Lead Campaigns at all
e. Can not Delete any Lead Campaigns at all

As a user in the role for a yard who is ticked as a Manager I can...
a. Can view the Lead Campaigns screen
b. Can only see the Lead Campaigns that are selected for the yards in their role or 'Any Yard' and under their Group or Client
c. Can edit any Lead Campaigns that are created in their account
d. Can edit Monthly Cost, Order, Active for any Lead Campaign that is visible in their account, but is actually from a Brand/Group list
e. Can create new Lead Campaigns for their account. They only see in the Yard selection list the yards they are set up for within this role.
f. Cannot create Group Lead Campaigns unless they are a user within the parent account in that Group or AP#1 user
g. Can Delete any Lead Campaigns set up within their account. Needs to notify the user "There are leads with this Campaign assigned. If you delete this Lead Campaign your leads will default back to None. If you do not wish for this to occur then untick as 'Active' and your historical reporting will be preserved, but the Campaign will not be visible when creating a new lead."
I. Can not Delete any Lead Campaign that is not managed within their account (ie. from the Group list)

    • Related Articles

    • Role Management - Custom Lead Sources

      Dealer-level role.  If assigned to dealer then their lead source list will ONLY be records created for them or the dealer group that they belong to. You can now have custom Lead Sources.  Works in the following way; New Role called CUSTOM LEAD SOURCE ...

    • Role Management - SMS Campaigns

      As of 19.4 it is possible to send a Live Leads or Email Campaign via SMS.  The SMS Campaigns screen only becomes visible when the 'SMS Campaign' role is enabled.  The role is a User level role that enables Users to see the SMS Campaign menu button ...

    • 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 - 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 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 ...