What does a Salesperson dashboard look like?
A Salesperson level user has the most streamlined view out of all of the access levels.
They can only see their own Assigned stream, and any streams that have been specifically shared with them.
They can still create/edit their own email triggers, raise support tickets and access the Email Integration wizard, the FAQs and the Onboarding information but they cannot access any of the more advanced features.
Have more questions? Submit a request
They can only see their own Assigned stream, and any streams that have been specifically shared with them.
They can still create/edit their own email triggers, raise support tickets and access the Email Integration wizard, the FAQs and the Onboarding information but they cannot access any of the more advanced features.
Have more questions? Submit a request
Updated on: 04/02/2020
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