Store Data Permissions For 2nd Sales Rep Only
L
Laura Lenhart
Store Data permissions for A 2nd sales rep to add themselves or remove themselves without having access to remove another rep. We can have retention sales reps help work customers when needed and help sell more vehicles.
Shelby Parker
Thanks for sharing this, Laura Lenhart — totally get the goal here (bringing in retention reps to help without opening up broader access). Just to make sure we’re scoping it correctly: where should a “2nd sales rep” be able to add/remove themselves (on the customer/lead record, a deal, or somewhere else)? And when they remove themselves, should the primary/assigned rep stay as-is, with the 2nd rep only ever able to remove
themselves
(not other reps)? Lastly, should anyone besides the rep be able to add a 2nd rep (e.g., managers/BDC), or are you envisioning self-add only?L
Laura Lenhart
Shelby Parker Hello Shelby, they should be able to add/remove themselves on customer/lead record. Yes the primary assigned rep should stay as is - only the primary assigned rep or a manager should be able to remove them. And yes 2nd rep should only be able to add/remove themselves (not other reps) and only a manager or above (Admin) should be able to remove the 2nd rep.
I think anyone should be a able to add a 2nd rep, really who would do that unless they are splitting the deal anyway.
This is just for the 2nd sales rep section only