Key Reasons for Visibility Issues
Insufficient Role Permissions - Viewing all company leads requires the Company Admin role. Roles such as Project Manager, Operations, or Sales Rep do not include access to all leads company-wide.
No Sales Reps Assigned to You - If you can't see team leads or projects, it might be because sales reps have not been assigned under your role. Without assignment, your visibility is limited.
Fixing Visibility Issues
1. For Company-Wide Visibility
Verify your user role. Ensure you are assigned the Company Admin role to access all company leads. Go to Your Roles > Sales Company > Leads to view all company leads.
If you are not currently a company admin, this role will need to be assigned by a current company admin if appropriate. Enerflo Support is not able to assign this role.
Avoid granting Company Admin unless broad administrative permissions are required.
2. For Team-Based Visibility
Users with sales rep manager, office admin, or regional manager have visibility into all deals under the sales reps, offices, or regions they manage.
These deals will not show up under the regular deal pipeline. Instead, they can be accessed through the Roles menu.
Click Your Roles > Sales Manager (Office Admin or Regional Manager) > All Deals).
This list will show all of the deals of sales reps that fall under the umbrella you manage.
3. For Office-Specific Access
The Sales Manager role works well if all reps are assigned to that office. If reps are not assigned, or if there are multiple managers that need visibility, the Office Admin role provides office-wide access regardless of rep assignments.