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.

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