Sales users

How to grant a user access to sales features so they can work on the lead board as part of a sales team.

A user in eMarketeer can have access to both marketing and sales features. With sales access, the user can work in a sales team on the lead board.

Managing users requires admin privileges.

Click the gear icon at the top right, choose Account Settings, and open Users & Teams to see the current users and their privileges.

Users & Teams in Account Settings with the list of users and the Create User button highlighted

Create a new sales user

1. Click Create User. This opens the Create new user dialog.
2. Enter the email address of the new user.
3. Under Licenses, check Sales user — Access to Leads, then tick one or more sales teams the user should belong to. A user can belong to one or more sales teams. A sales user also gets access to CRM web panels by default, so CRM Web Panels under Access is checked automatically.

   

   Create new user dialog with Sales user and one sales team checked, and CRM Web Panels checked under Access
4. Click Create user and send login email.

The user is notified by email to set a password and complete the profile.