Admins vs Users in Your CRM ACCOUNT

Created by Valerie VanBooven, Modified on Fri, 17 Mar 2023 at 03:00 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

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