Roles and Responsibilities

RoleResponsibilities 
AdminSystem Settings
Add and Remove Team Members
Edit Sales Material
Create and Edit Grids
Add Contacts and Accounts
Access Reports
Access Data Extracts
Sales Automation Tools
EditorEdit Sales Material
Create and Edit Grids
Add Contacts
Add Accounts
Access Reports
Team LeadSales Automation Tools
Edit Sales Materials
Create and Edit Grids
Add Contacts
Add Accounts
Access User Reports
Team MemberSales Automation Tools
Add Contacts
Add Accounts
Access User Reports

Note

  • Sales Material includes all content creation
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