Difference between revisions of "Sales Associate Role"
Tim Peeler (talk | contribs) (Created page with "== Sales Associates ==") |
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| + | A Sales Associate is a specialized role within your business. Members with this role have specialized access to the [[Sales Management KPIs|'''Sales Management KPI''' area]] as well as standard access to the [[7/30/90 Day Tactical Review|'''Tactical Review''' area]]. | ||
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| + | Sales Associates may be assigned a KPI group for which they will have the ability to [[Update Permission|'''Update''']]. They also have [[Read Permission|'''Read''']] access to any [[Sales Management KPI Group|'''Sales Management KPI Group''']]. | ||
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| + | Sales Associates, when created by a [[Sales Manager Role|'''Sales Manager''']] will automatically have the member who created their account assigned as their [[Assigning a Direct Supervisor|'''direct supervisor''']]. Their direct supervisor may assign [[7/30/90 Day Tactical Review|'''Tactical Reviews''']] or any [[Sales Management KPI Group|'''Sales Management KPI Groups''']]. | ||
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| + | Sales Associates may not delete [[7/30/90 Day Tactical Review|'''Tactical Reviews''']] or any [[Sales Management KPI Group|'''Sales Management KPI Groups''']] assigned to them, but may [[Read Permission|'''Read''']] and [[Update Permission|'''Update''']] them. | ||
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| + | Sales Associates may also create their own [[7/30/90 Day Tactical Review|'''Tactical Reviews''']] which they have full access to. | ||
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| + | Members with this role may not read any other information about your business including everything under [[Planning|'''Planning''']], everything under [[Leadership|'''Leadership''']] except for [[7/30/90 Day Tactical Review|'''Tactical Reviews''']] and [[Leadership Meetings|'''Leadership Meetings''']], every thing under [[Communication - KPIs|'''Communication - KPIs''']], everything under [[Strategic Planning|'''Strategic Planning''']] and everything under [[Administration|'''Administration''']] except for [[Your Account|'''Your Account''']] and [[Business Selection|'''Business Selection''']]. | ||
Latest revision as of 14:45, 9 December 2018
A Sales Associate is a specialized role within your business. Members with this role have specialized access to the Sales Management KPI area as well as standard access to the Tactical Review area.
Sales Associates may be assigned a KPI group for which they will have the ability to Update. They also have Read access to any Sales Management KPI Group.
Sales Associates, when created by a Sales Manager will automatically have the member who created their account assigned as their direct supervisor. Their direct supervisor may assign Tactical Reviews or any Sales Management KPI Groups.
Sales Associates may not delete Tactical Reviews or any Sales Management KPI Groups assigned to them, but may Read and Update them.
Sales Associates may also create their own Tactical Reviews which they have full access to.
Members with this role may not read any other information about your business including everything under Planning, everything under Leadership except for Tactical Reviews and Leadership Meetings, every thing under Communication - KPIs, everything under Strategic Planning and everything under Administration except for Your Account and Business Selection.
