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Create or Edit Sales Roles

Last Updated: Dec 20, 2017 04:13PM EST
Sales Roles are the different functions your team can perform. 

You start with two: Sales Managers and Salespeople. Salespeople can only see their own leads and will report up to a Sales Manager. Sales Managers can view the leads for their entire team and re-assign if needed. 

Any employee who has a sales role is using a Lead Management license. 
 
To add or edit sales roles:

1. From the menu, click Settings --> Sales & Marketing Settings.

 
 

2. Go to the section Lead Management and click "Sales Roles."
 

3. To make a new Sales Role, click the Add Sales Role button

 
4. Name the sales role and click OK. 


 

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