Add a "BDC user" role for more permission customization
C
Conner Downs
Add a BDC user role, my BDR's oversee 5 stores and i want them being able to see leads to all 5 stores, appointments to the 5 stores, but limit the messages they have to see in the sidebar to only messages from their own guests and not all messages from every single guest from all 5 stores. Just a role we can customize their permissions so its more than a sales consultant but not required to see every bit of info they do not need
Shelby Parker
Hello Conner Downs! I have a few more questions for you:
- What specific permissions should the BDC user role have that differ from the sales consultant role?
- Are there any other roles or permissions you envision needing in the future for similar purposes?
- How frequently do BDRs need to switch between viewing information for different stores?
C
Conner Downs
Shelby Parker My BDC oversee 3 Toyotas, 1 Kia and 1 Honda. Every BDR receives all stores Leads. They can grab them based off rotation. However I want their messages to have the option of only filtering guests they are in direct contact with. The messages side bar is flooded with all messages from every guest from any of the 5 stores and its making out fumble rate very high as they do not get notified effectively when guests respond.
They operate by viewing all 5 stores at any given time to verify appointments and previous day follow up and leads. I just want them to be able to have better notification settings so their sidebar only consists of their own messages like how the "user" role would without limiting anything else