ROLE ORG_ADMIN MANAGER ASST_MANAGER EXECUTIVE TEAM LEADER
Roles & Permissions
In Roles & Permissions
Contacts
Search, View Contact
View Contact History
Upload New Contacts/Leads
Delete
Download
Custom Contact Properties
View Custom Contact Properties
Modiy Custom Contact Properties
Campaign Categories
View Campaign Categories
Modify Campaign Categories
View Unified Campaign Leads
Download View Unified Campaign Leads
View Unified Campaign Call Log Report
Download Unified Campaign Call Log Report
Campaign
Add & Delete Campaign
View All Campaigns
View Leads
View Leads - Download CSV Report
Modify Lead
Delete Lead
View Call Logs
View Call Logs - Download CSV Report
View Tasks
View Uploaded Files
Modify Campaign
Include this in Campaign Owner
Reports
View/Download User Reports
View/Download Campaign Reports
Users
Add a new Users
View Users (Dependent)
View All Users
Modify Users
View Lead Of Other Users
Organization Settings
View Organization Settings
Modify Organization Settings
SMS Automation
In SMS Automation
Mobile
My Campaign
My Leads
Use Advanced Search & Create a Filter
Add a Walk-In Lead
Click on Start Calling
Tasks
Reports
Dashboard
Hide Dashboard