Below is a list of the basic permissions you need to be able to complete the lead to receipt
module functions. Please note that these permissions are only for the lead to receipt module
and not all permissions needed to complete daily tasks.
1 – This will allow the sales agent to work on their own leads, but not assign leads or work on other
sales agent’s leads.
2 – It is advised that a dedicated person should be chosen to equally assign new leads to sales agents.
Should the sales agent not have this permission, they will not be able to “steal” leads or work on other
sales agent’s leads – just their own.
3- This permission will be used mainly for the sales manager. This permission will enable the manager
to assign and re-assign leads as well as edit the sales leads of all sales agents.
