Edit Role: Sales Manager

update Last Updated: Oct 24, 2023 by Alex Rivera

Role Definition

Role Name

Description

Internal Color Code

Assigned Users

John Doe

Senior Lead

Sarah King

Regional Lead

Permission Matrix

person_add

Leads Management

Manage incoming leads and sales pipeline.

check

View Leads

check

Edit Leads

check

Assign Leads

Delete Leads

request_quote

Quotations & Pricing

Draft and approve project quotations.

check

Create Quotes

check

Approve Disc.

Modify Pricing

check

Send to Client

payments

Financial CMS

Access to pricing tiers and expense tracking.

View Expenses

Add Expenses

Audit Logs

Export Reports

article

Content Management

Website blog and portfolio updates.

check

View CMS

check

Edit Posts

Publish Content

Delete Content

info

Note: Changing these permissions will affect all 2 users currently assigned to the Sales Manager role. Users may need to log out and back in for changes to take effect.