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  • Admin. Has full access to SalesView, including adding and removing users and assigning permissions.

  • Manager. Has access to Leads and Users.

  • UsersSales. Has access to the Leads tab. Will be displayed under the Owners column.

You may assign all roles to each user or a combination of roles. For more information, see SalesView Permissions.

Adding a User

  1. On the Users tab, click the + Add button.

  2. Provide the email address, phone, permissions, first name, and last name for the user.

  3. If you have Dealers enabled, you may select a dealer. If you leave Dealer blank, this user will have access to any leads not assigned to a dealer.

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