The Sales CRM permissions can be set for different staff roles including Owner, Business Manager, Location Manager, Manager, Instructor, and Front Desk.
Edit Sales CRM Permissions
To edit staff permissions follow these steps:
Select your profile icon
Choose Business Settings
Select Staff Permissions
Scroll down to the section titled CRM
Sales CRM Permissions
Sales CRM
Manage all sales CRM features like lead sources report, lead tracker, sales pipelines and lead stages. This can override all other sales crm permissions
Lead Management
Allows a staff member to update the follow-up, make assignments and set the lead source
Lead Sources
View all lead conversions (leads with a Won/Closed stage) per source by location
Lead Stages
Create and view lead stages and their associated lead states
Lead Tracker
View and create new leads by assigning them to staff members and adding notes
Sales CRM Pipelines
Add/Edit sales pipelines