Option to give access to all the campaigns and leads but exclude the access to Lead Finder tool.
jay point
how do you do that
Daniel Grinshpun
Would be great if we can give access to people just to connect their email accounts, but not to see any other data
Matthew Enubuje
I was also thinking to have a role for lead management only…
Jessica Florence
This sounds interesting. As we are growing, we now have account managers responsible for uploading leads. We prefer that they don't see the campaign sequence, but just focus on uploading leads and managing the unibox.
Instantly Support
Add custom role for team members
For example, they can upload the leads, but cant see the sequence
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Instantly Support
Option to give access to all the campaigns and leads but exclude the access to Lead Finder tool.
jay point
how do you do that
Daniel Grinshpun
Would be great if we can give access to people just to connect their email accounts, but not to see any other data
Matthew Enubuje
I was also thinking to have a role for lead management only…
Jessica Florence
This sounds interesting. As we are growing, we now have account managers responsible for uploading leads. We prefer that they don't see the campaign sequence, but just focus on uploading leads and managing the unibox.
Instantly Support
Add custom role for team members
For example, they can upload the leads, but cant see the sequence