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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
On the Users tab, click the + Add button.
Provide the email address, phone, permissions, first name, and last name for the user.
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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