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How do I enable my sales reps to see their customers' upcoming and past services?

scheduled, upcoming, past services

Lance Wight avatar
Written by Lance Wight
Updated over 7 years ago

Go to employees->click on the employee of interest->permission->sales manager

This company role will give your sales rep additional privileges over what a traditional sales rep has. This sales rep will be able to see the customer profile for their customers only and will be able to have additional but not full privileges on the customer's profile. It will look similar to below.

This is what it will look like when looking at a customer's profile.ย 

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