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+ Community
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+ Enterprise
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+ + Provides Access Control for Sales Team Members and Leaders. +
+Sales Team Access Controls +
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+ Email Us
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+ Skype Us
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+ Email Us
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+ Skype Us
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+ Key + Highlights
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+ + Sales team members can only access the sales orders, leads, and customers they + created. +
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+ + Sales team leaders can access both their own and their team members' sales orders, + leads, and customers. +
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+ Sales Team Access Controls
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+ Are you ready to make your business more
+ organized?
+
+
+
+
+ Are you ready to make your business more
+ organized?
+
Improve now!
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+ + Sales Team access right +
+
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+ + Select the Sales Team access right as Team Member and Sales access right + as User: Own Documents Only. +
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+ 
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+ + User can access only the Sale Orders created by him. +
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+ + User can access only the Leads created by him. +
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+ + The user can access only the contacts where they are the salesperson. +
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+
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+
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+ + Select the Sales Team access right as Team Leader and Sales access right + as User: Own Documents Only. +
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+
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+
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+ + User can access only the Sale Orders created by him and his team members. +
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+ 
+
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+
+
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+
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+ + User can access only the Leads created by him and his team members. +
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+ 
+
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+
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+
+
+
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+ + The user can access contacts where they are the salesperson or where + the salesperson is one of their team members. +
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+ 
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+
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+ + Restricted Access for Sales team members
+
+
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+ + Sales team members have restricted access to only the sales orders, + leads, and customers they have personally created.
+
+
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+
+
+
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+ + Access for Sales team leaders
+
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+ + sales team leaders have access to sales orders, leads, and customers + they have personally created, as well as those created by team members.
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+ + Sales team leaders can access their own Sales Orders, Leads, + and Customers and the Sales Orders, Leads, and Customers + created by their team members +
+
+
+
+
+
+
+
+ + Latest Release 18.0.1.0.0 +
+ + 28th April, 2025 + +
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+
+
+
+
+ Add
+
+
+
+ -
+
- + Initial Commit + + +
+
+ + Related Products +
+ +
+ 
+ 
+ 
+ 
+ 
+ + Our Services
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+ ....
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