In this folder, the sales team access to the following files must be defined:
- Customers
If Yes is entered, the sales team will have access to the Customer File.
- Prospects
If Yes is entered, the sales team will have access to the Customer File.
- Pipeline
If Yes is entered, the sales team can view the Pipeline.
- Annotations
If Yes is entered, the sales team will have permission to make annotations of visits.
- Opportunities
If Yes is entered, the representative group will have access to the Sales Opportunities File.
In addition to permission for the files mentioned, this folder determines the access to data from the Workarea of Representatives File.
- Release Estimate
Define if the salespeople from this group are able to release the business proposals, in case they enter the negotiation rule.
- Access business proposal
Validate whether the business proposal button will be enabled in the Workarea.
- Access Suspects
Validate whether the suspect button will be enabled in the Workarea.
- Qualify Suspects
Validate if salespeople from this group can qualify suspects.
- Run Scripts
Validate if salespeople from this group can run servicing scripts from the file (prospect, suspect, customer).
- Suspects
Definition of access level to this file.
- Contacts
Definition of access level to this file.
- Sales Target
Definition of access level to this file.
- Products
Definition of access level to this file.
Accesses can be:
- Representative
Allow access only to data of representative from the same group.
- Representative/Undefined
Allow access to data of representative from group and of salespeople not identified.
- All
Allow access to data of all representatives in the workarea.
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