When adding in new account holders/ users to the system you have an option of setting that person up as an Admin.
Main Account Holder - Admin Account
- Access to see 100% of the leads
- Ability to see 100% of the leads in the Live Lead screen
- Ability to see the Partial Leads
- Ability to create email templates
- Ability to create email campaigns
- Ability to create mass emails
- Ability to customize their email header
- Ability to customize their email signature
- Ability to create and edit auto responders
- Ability to add / edit Sources
- Ability to change any of the Users settings
- Ability to access the Manage Alert section for their account
- Ability to add / edit the Drop Down Menu
- Ability add / delete users
- Ability to access Lead Sharing functions
- Ability to access Lead Holder functions
- Access to the Hide Lead List
- Access to the Lead Tab
- Access to Billing
- Access to the Website Editor
- Access to the Lead Gen Options
- Access to the Help Menu
- Access to the Our Academy
- Access to create and submit a support ticket directly from the CRM
Admin Account
- Access to see 100% of the leads
- Ability to see 100% of the leads in the Live Lead screen
- Ability to see the Partial Leads
- Ability to create email templates
- Ability to create email campaigns
- Ability to create mass emails
- Ability to customize their email header
- Ability to customize their email signature
- Ability to create and edit auto responders
- Ability to add / edit Sources
- Ability to change any of the Users settings
- Ability to access the Manage Alert section for their account
- Ability to add / edit the Drop Down Menu
- Ability add / delete users
- Ability to access Lead Sharing functions
- Ability to access Lead Holder functions
- Access to the Hide Lead List
- Access to the Lead Tab
- Access to Billing
- Access to the Help Menu
- Access to the Our Academy
- Access to create and submit a support ticket directly from the CRM
Non-Admin Account
- Only sees the leads assigned to them
- Only able to see their leads in the Live Lead screen
- Ability to customize their email header
- Ability to customize their email signature
- Ability to create and edit auto responders for their account
- Ability to add / edit Sources
- Ability to access and edit their User settings
- Ability to access the Manage Alert section for their account
- Ability to add / edit the Drop Down Menu
- Access to the Hide Lead List
- Access to the Lead Tab
- Access to the Help Menu
- Access to the Our Academy
Comments