Administrator Account Access
All Menu Tabs Will Be Shown
Sales, Jobs, Daily Operations, Documents
Financials, Marketing, Resources
All Settings Options Will Be Shown
Salesperson and Project Manager Account Access
Salespeople and Project Managers will only have access to deals and appointments or jobs they are assigned to.
They cannot access Settings, they will only see the options below and won't be able to schedule appointments/jobs.
Note: If a Salesperson or Project Manager Attempt to Access Company Settings, They Will See the Screen Below
Assigning Deals to Salespeople and Project Managers
1. Click on the Pencil Icon
2. Scroll Down and Select the Salesperson and Project Manager Preferred
Assigning Appointments to Salespeople
From Sales Pipeline
1. Click on "New Appointment", Then Click on "On-Site Estimate"
2. Click on "Assign To" and Select the One Preferred
Assigning Appointments to Salespeople
From the Appointments Calendar
1. Click on "New Appointment", Then Click on "On-Site Estimate"
2. Click on "Sales Person" and the Select the One Preferred
Click on "Schedule" at the bottom
Assigning Jobs to Project Managers
1. Find the Job and Click on "Schedule"
2. Click on "Project Manager" and Select the One Preferred
Click on "Schedule" at the bottom
Note: If one of your Project Managers have this button enabled on their user, then all deals will be shown to them even though you only assign a certain amount to them. Please disable it if you only want these users to see what has been assigned to them
