C
Christine Conley
Currently, when salespeople are granted access to the Mining Tool, they also gain visibility into areas outside their role scope—such as the full pipeline, showroom visits, all incoming internet leads (not just those assigned), and the ability to check customers out of the store. While the Mining Tool itself is valuable for targeted outreach—such as filtering customers by birthday, APR, term, vehicle purchased, or lost leads—this broader access creates unnecessary risk and confusion in daily operations.
Request:
We would like to see a permission setting that allows salespeople to use the Mining Tool without giving access to the full pipeline view, all showroom visit logs, unassigned or all incoming leads, customer check-out functionality
The ideal outcome would be for the Mining Tool access to be standalone or tied to a more limited permission set appropriate for sales-level users, so they can prospect efficiently without accessing manager-level functions or unrelated data.