Role Management Manage and Create Prospects

Role Management - Manage Prospects & Create Prospects

There are several roles that control the functionality of the 'Prospect Activity' screen.

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Manage Prospects
The Manage Prospects role controls the following;
  1. Enables Prospect Management. 
  2. Displays "Prospect & CRM Activity" menu.
  3. Users in role can see prospect activity.
Manager: can see activity for other users in the same role.

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Create Prospects
Allows user to create Prospect records.  Not recommended for users/dealers that have prospect integration set up.

Manager: no effect

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Import Prospects
Allow users to batch import Prospects from the Prospect List screen

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Allow Close To Prospect
Enabling this role will display the 'Close To Prospect' button when closing a lead as lost. This role is controlled by Company only. There is no ability to turn this on/off by Yard or User. Ticking 'Manager' does not have any effect on this role set up​

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