Can we add a "View Reports Only" account for a sales manager? Do we have to pay extra?

Last updated about 8 years ago

To add a View Reports Only user, simply select this plan when adding the user or click the edit icon to update an existing user to this role:
choose-plan.png 24.31 KB
This user level is FREE and will have view only access to lists, sequences, and reporting. This user level is not able to do any prospecting or send any email sequences. It is built for sales managers so that they do not have to pay for report level access and can oversee their team's activities.

powered by
SlimFAQ