Access to see all appointment and leads without store access | Voters

Access to see all appointment and leads without store access

Rich Hughes

The ability and selling feature of DriveCentric was being able to dial down what each position needed to see. Sales Reps see only their stuff, Team Leads see their teams only, Sales Managers see all. it’s a great set up, but the lower tiers can’t see the stores appointments or inbound leads unless they have full store access. This goes against the business model we are trying to set up. There should be a toggle for Store Appointments and Internet Lead visibility without having to open up all store access. Hope this makes sense. Thanks

Shelby Parker

Thanks for laying this out so clearly, Rich Hughes — totally hear you on wanting to keep role-based visibility tight without having to grant full store access. This is really helpful context, and I’m sharing it with the team so we can review the idea of a separate toggle for Store Appointments and Internet Lead visibility. If we need any additional details on your role setup/use case, I’ll follow up.