Granting Sales Tools Access

Owned by Elaine Andersen
Jul 13, 2023
1 min read

Clients who have an IdeaRoom Professional subscription may grant Sales Tool access by assigning Sales permission on the Users tab.

Users with Sales permissions may open Sales Tools using the Sales Login in the upper-right corner of their configurator.

 

The previous version of SalesView had a separate Sales Tools tab. This tab has been removed and Sales Tools access is now included as part of the Sales permission.