Administrator
Definition:
Full access to all features including editing any lead, managing users, and modifying permissions.
Pros:
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Maximum control and visibility.
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Essential for managing users and system-wide settings.
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Can resolve permission issues quickly.
Cons:
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Risk of accidental system-wide changes.
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Should be limited to trusted, experienced team members.
Edit All Leads
Definition:
Allows the user to view and edit every lead, regardless of assignment.
Pros:
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Useful for managers or trainers reviewing lead progress.
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Enables flexible lead hand-off.
Cons:
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Risk of overwriting others’ work.
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Could create confusion over lead ownership.
View All Leads
Definition:
Allows the user to view all leads, but can only edit those assigned to them.
Pros:
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Maintains transparency while preserving accountability.
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Helpful for performance monitoring.
Cons:
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Limited for users who need to collaborate on lead updates.
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May create inefficiencies if reassignment is frequent.
Leads: Add History Entry
Definition:
User can log history (comments, log calls etc) only on leads they are assigned to.
(Unchecked = full write access to all leads.)
Pros:
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Keeps lead history focused and clean.
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Reduces irrelevant or unauthorized updates by Users not assigned to a specific lead.
Cons:
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Might block users trying to add helpful notes or follow-ups on shared leads.
Leads: Apply Form Fields
Definition:
Allows users to apply form templates and their fields to one or more leads.
Pros:
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Standardizes data input across the team.
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Saves time with batch updates.
Cons:
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Could apply incorrect templates without oversight.
Leads: Apply Workflow
Definition:
Users can apply workflow rules (actions, types, assignments) to leads they’re editing.
Pros:
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Encourages standardized processes.
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Simplifies task and status automation.
Cons:
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Misuse can disrupt lead management flow.
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Requires understanding of workflow logic.
Leads: Archive Leads
Definition:
Allows users to archive leads (remove them from active lists).
Pros:
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Keeps lead view clean and focused.
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Helpful for lead lifecycle management.
Cons:
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Risk of archiving leads too early or mistakenly.
Leads: Copy Leads
Definition:
Enables copying leads between accounts (must be assigned to the lead and on both accounts).
Pros:
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Useful for shared leads across regions or teams.
Cons:
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Risk of data duplication or confusion.
Leads: Delete History
Definition:
Allows deletion of comments and attachments in lead records.
Pros:
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Maintains clean and relevant histories.
Cons:
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Potential loss of important context or documentation.
Leads: Export
Definition:
User can export only their leads to CSV format.
Pros:
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Easy reporting and backup.
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Enables external analysis.
Cons:
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Sensitive data might be shared or leaked if not monitored.
Leads: Import
Definition:
User can upload leads from CSV into their list.
Pros:
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Efficient for adding large batches of leads.
Cons:
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Incorrect imports can corrupt data.
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Requires validation process.
Leads: Mass Apply Workflow
Definition:
Allows applying a workflow to many leads at once.
Pros:
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Time-saving for bulk operations.
Cons:
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Can cause large-scale errors if misconfigured.
Leads: Mass Update
Definition:
Allows users to run batch updates (e.g., change types, assignments).
Pros:
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Boosts productivity when managing big lead sets.
Cons:
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Increases potential for accidental mass changes.
Leads: Remove Pending
Definition:
Enables user to clear active tasks or cancel emails on leads.
Pros:
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Helps in decluttering or correcting mistakes.
Cons:
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Risk of prematurely removing important actions or emails.
Leads: Send Mass Email
Definition:
User can send email campaigns to their entire lead list.
Pros:
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Great for marketing, nurturing, or announcements.
Cons:
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Spam risk or unsubscribes if not used carefully.
Pipeline: Change Status
Definition:
Can change the lead’s status in the sales pipeline.
Pros:
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Keeps leads moving forward.
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Tracks sales progress.
Cons:
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Risk of status mismatches or inaccurate reporting.
Pipeline: Edit Opportunity
Definition:
User can adjust opportunity, stage, and value of a lead.
Pros:
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Enables accurate revenue forecasting.
Cons:
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Inaccurate edits may distort sales data.
Reporting: View User Lead Activity on Dashboard
Definition:
User can see activity logs from all users on the dashboard.
Pros:
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Increases accountability and visibility.
Cons:
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May not be needed for all roles.
Settings: Manage Custom Fields
Definition:
User can create, edit, or delete custom lead fields.
Pros:
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Fully flexible lead data structure.
Cons:
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Deleting fields could cause data loss.
Settings: Manage Custom Fields (Add Only)
Definition:
User can only add custom fields.
Pros:
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Promotes creativity while preserving structure.
Cons:
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Can’t correct or clean up existing fields.
Settings: Manage Forms
Definition:
User can add, change, or delete forms.
Pros:
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Enables custom lead capture and data use.
Cons:
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Mistakes could impact form submissions.
Settings: Manage Messages
Definition:
User can add/edit/delete lead messages/templates.
Pros:
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Useful for marketing and communications.
Cons:
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Poor templates can affect professionalism.
Settings: Manage Types
Definition:
User can manage all lead types.
Pros:
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Tailors lead classification system.
Cons:
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Wrong types can hinder reporting accuracy.
Settings: Manage Types (Add Only)
Definition:
User can only create new types.
Pros:
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Encourages innovation while preserving structure.
Cons:
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May cause type bloat without clean-up ability.
Settings: Manage Workflows
Definition:
User can create, edit, or remove workflows.
Pros:
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Full control over automation processes.
Cons:
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Improper changes can disrupt operations.
Tasks: Delete All Tasks
Definition:
User can delete tasks created by others.
Pros:
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Helpful for cleaning up old or irrelevant assignments.
Cons:
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Risk of removing tasks prematurely or without notice.
Tasks: Delete Tasks
Definition:
User can delete their own tasks.
Pros:
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Keeps personal task list clean.
Cons:
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May result in lost action items if used recklessly.