Team Hierarchy
A
Amber Contreras
I would love to have a way of showing a team hierarchy. We work with insurance agencies and would like our agency owners to be able to see their entire organization with each team and the managers of those teams.
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S
Sales & Marketing
Merged in a post:
Sales Team Hierarchy
N
Nic Verdino
I have two separate sales team. One for the North and one for the South. This means that I have two sales managers and they need to be able to see the opportunities for the people below them.
Currently I have to make them as admins and they can see every sales opportunity across the business and this is not what is needed, we should be able to restrict it to only people in their own sales organisation.
S
Susan Wos
Agreed. Would love to have a hierarchy for team managers of our business. A level of user that can supervise other users assigned to them and their contacts but is not an admin of an entire subaccount.
H
Houtan Hormozian
and incorporate this into the concept https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/share-contacts-not-conversation