Admins vs Users in Your CRM ACCOUNT

Created by Valerie VanBooven, Modified on Fri, 17 Mar, 2023 at 3:00 AM by Valerie VanBooven

Only Admins have the permission to:

Edit/create/delete team member

Edit Agency Company settings

Create new account

Edit Prospect settings

Social settings

Select user on task list

See other user’s conversations

Contacts page -> Remove tag / Delete contact / Import contacts

Export opportunities

Create / edit / delete / refresh / push updates / load snapshots

Change account logo

Enable HIPAA

Subscribe / change whitelabel plan

Smart Lists -> all bulk actions = add / delete tags, delete / export / import contacts

Reporting

Website templates