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Assign various access levels to sales, customer service and technical support personnel. Control the internal flow of information throughout an organization. Employees see only what you allow them to see by assigning a level of access to the employee. Administrators of the account are able to view all leads,events,and clients currently in the system. There is no way to hide anything from the administrator. Sales people only have the ability to view leads, events, that are assigned to them. If sales individuals need to perform contact lookups, the MySearch area that allows the sales staff to look up the information to confirm whom the lead is current assigned, but they can not modify any of the information associated to that contact.
- This section only allows the administrators to manage employees on the application as well as manage the category/subcategory. When creating categories, always remember that you must have at least one subcategory to associate to the category (i.e. Internet Leads (category) / Specific Form Name (subcategory)). This is a feature that allows the users of the application a way to specifically filter the leads into the specific categories. Security is important to any organization. Administrators can easily set application access levels for employees. Managers can control the flow of internal information throughout their organization. Customize the interface by clicking on the layout button. Users can design a custom look and feel to each section in the application. No CRM application would be complete without Sales Force Automation (SFA) and sales forecasting. Build sales steps and actions and associate closing percentages with each action. Sales people can create a customer history by documenting each possible scenario that takes place during each sales call. Managers can measure the performance of each employee, forecast sales and build a sales pipeline. Building a custom sales process improves employee performance and allows managers to monitor the performance and progress of their sales organization.
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