Allow User to See Only Assigned Data AND Data Not Assigned to Anyone
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Nathan Cameron
It would be very helpful for a user to be limited to only the data assigned to them but also data that isn't assigned to anyone. That way as user can focus on their clients, leads, or whatever, but also see new clients or leads who have not been assigned.
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A
Anthony Ricciardo
Followers AND Users that have 'Only Assigned Data' turned on: I propose the following improvements to the 'Only Assigned Data' permissions in our CRM to address key challenges and enhance overall usability:
- Access to Prior Recorded Conversations:
Current Issue: Users assigned to a contact cannot listen to prior recorded conversations.
Proposed Solution: Introduce granular permissions to allow admins to enable or disable access to previous recordings for users assigned to contacts.
- Calling from Multiple Numbers:
Current Issue: Assigned users are restricted to calling from the default number or one specifically assigned to them.
Proposed Solution: Allow users to call from any available number, facilitating communication with contacts in different states using local numbers.
- Calendar Access and Scheduling:
Current Issue: Users with 'Only Assigned Data' permissions can only see calendars they are part of, limiting their ability to schedule calls for others.
Proposed Solution: Permit these users to book calls for other team members, improving their operational efficiency.
- Access to Unassigned Data:
Current Issue: Users are restricted from viewing unassigned data.
Proposed Solution: Provide an option for users to see data assigned to no one, giving a broader perspective of potential leads or tasks.
These changes are crucial for large sales organizations that use a setter-closer model, ensuring flexibility, access to essential information, and efficient task management.
Please vote for this idea if you believe these enhancements will improve our CRM functionality and help our team work more effectively!
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Kalon Goodrich
Yes, this is common among CRMs that are used by sales teams, and highly valuable so that reps can focus on their own contacts AND pull unassigned contacts (i.e. from a shark tank).