WOW AnalyticsWOW AnalyticsTraining Guides ArticlesStep 5: Managing your GatorLeads users

Step 5: Managing your GatorLeads users

You probably have a lot of people that are excited about using GatorLeads now that you have it! From the business development managers in your sales team to the marketing executives in the marketing department. Everyone can use GatorLeads, but you do need to keep some sort of order to make sure no leads slip through the cracks!

To manage who have access to which parts of your GatorLeads platform, go to: Admin – Client Admin – Manage Users

You’ll be redirected to a page that looks like this:

On this page you can:

  • Add users (their name, email address and password to the platform)
  • Reset passwords for people using your GatorLeads platform
  • Tick which actions each member will have access to

 

Definitions of the actions:

 

Admin – Has access to everything on GatorLeads

Leads – Allows someone to manage the leads, assign leads to people and see who the leads are assigned to

Sales – Only able to see leads assigned to themselves

Reports – Receive emailed reports about what they want to track

Twitter – Allows users to track leads from Twitter, post and view the Twitter feed

Purchase – Gives users the opportunity to buy contact details