Roles

At the start of the work on the CRM application, you need to assign your employees with appropriate roles in the system and add them the groups of the required selling directions. It needs to be done to provide them with access to the agent interface. The "out-of-the-box" solution includes five roles:

• crm_certificate_manager – the employee responsible for the creatino of certification and emissions of the certificates.
• crm_marketeer – the employee responsible for the marketing campaigns and lists management. 
• crm_admin – system administrator.
• crm_sales – employee from the sales department responsible for the processing of leads and opportunities. 
• crm_manager – the leader of the sales department that can process the leads, work with opportunities and manage them. 

Detailed information about access level to the system is available in the article ACL. You can read more about the CRM application roles in the article Role Structure. Apart from that, you can find notes about required access level in the articles of CRM documentation. 

Selling Directions

After the configuration of roles system, you need to assign employees with Selling Directions. Selling direction is an organizational structure to separate employees in categories depending on their field of activity. An employee's selling direction is automatically added to the corresponding field on the forms Интересы, Возможные сделки, Компании клиентов, Контент.

You can see existing selling directions in the tables Selling Directions (crm_selling_direction).

To create a selling direction, complete the steps below:

1. Navigate to CRM → Parameters → Selling Directions.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply the changes. 

Selling Direction form fields 

Opportunity Stages

Task Chains

Script Actions

SharePoint

Products