Only available with the Administration User Licence
Only available with the Administration User Licence
Role Configuration enables you to:
Manage permissions for your Licence Users in your organisation
The changes you make here will affect every Licence in that group. e.g If you change permissions for a Professional licence it updates every Professional Licence.
Handover enables the Professional User to send Leads to the Parent organization.
Cross-silo enables the Professional User to send Leads to a Child organization.
Watch the video tutorial here: