NEW FIELD SERVICE SOFTWARE FEATURE – CRM Access Levels

We are listening! The new CRM (Customer Relationship Management) feature described below significantly enhances your ability to control access of Customer records to Account Managers, Sales Reps, Branch Managers, and more!

  • Assign a CRM access level to an “Account Manager”
  • An Account Manager is a Sales Rep, Technician, Branch Manager, Store Manager or who ever you decide to give access to a Customer record.
  • Account Managers will only be able to view Customers and Jobs they are assigned.
  • Currently, Field Resources (Technicians) may be assigned an access level to only view Jobs they are assigned.
  • This new CRM feature gives the ability to increase the access to include Customers and Jobs for the Account Manager.
  • Assign the access level in the Admin tab by editing the User and selecting the Account Manager option.

Learn more at Bella’s Mobile Field Service Software

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