Sales

Customers, quotes, invoices, projects, leads and calling.

The Sales role is made for the sales team and inside sales. In detail it can:

Who can use this

Sales: Work fully with customers, quotes, orders, invoices, subscriptions and usage billing; send outgoing electronic invoices; create online payment checkouts and read payment gateway settings.
Projects and time: Work fully with projects and time tracking.
Reference data: Read products and stock, the chart of accounts, tax rates and currencies; confirm VAT ID checks; edit tags; create and send filings.
Sales calling: Work with leads, calls, campaigns, meetings, follow up and lead finding. Read calling compliance, the voice studio and integrations; edit the knowledge and questions of the voice agent.
Not allowed in calling: Removing opt outs or legal basis records, changing CRM settings, administering calls, seeing integration credentials, changing the recording settings of meetings and the mail setup of follow up.
Manuals: Read manuals and releases, and register machines.
Collaboration: Own tasks and calendar, documents and notes, electronic signature requests, reports, Advisor insights and the own Assistant.
My area: All self service pages.