How do I setup Basic CRM access for my sales team?

Once you have Basic CRM configured, then it's time to grant access to your sales team. If you have not done so already, each individual will need to be setup with a login to your Delivra account.

The Basic CRM product is an enabled feature in the system. It will require special access be granted. You have two options:

1. Setup account administrators with our system default "All Access Pass" role.
2. Create a custom role for your sales team.

All Access Pass

When an account administrator is setup, you are required to assign them a system Role. We offer five default Roles:

• All Access Pass
• Designer
• Marketer
• SysAdmin
• ViewUser

The All Access Pass will automatically grant CRM access to special dashboards and views in your account. See permission set for All Access Pass below.

Custom Roles

As you may have noticed, the All Access Pass will grant your sales team access to everything in your Delivra account. If that is not preferred, you should create a customized role. This role must include permissions related to CRM functionality, listed below.  

For Contacts
At minimum the administrator should have permissions to View, Add and Edit contacts.

For Companies
Either all permissions, or preferred permissions must be set for administrator to have access to the Companies dashboard.

For Segments

If your administrators should be able to create segments based on lead stage configured in your pipeline, they should have access to View, Add, Edit.

For Sales

Either all permissions, or preferred permissions must be set for administrator to have access to the Sales dashboard.

For Automation

If your administrators should be able to create automations and use lead stage data, they should have access to View, Manage.

Resources

Create a new account administrator.

Create a custom Role for account administrators.