User Permissions CRM

TeamWave allows you to provide access and Admin rights to selected users to help you manage privacy in CRM.

Access to all deals in all pipelines of the Organisation
Right to access and manage Pipelines and Stages.
Access to CRM Settings page
Right to customize rules and negative list for Sales Automation
Right to export all deals of the organisation
Right to add and manage all Goals
Right to change the Deal Owner
Private Pipelines: Admin users will have access only to the pipelines they are part of. The account owner will can able to see all Private Pipelines.

Access to the deals and everything in deals, owned by them and followed by them
Access to see their Goals.
Right to Import Deals, People and Organisations
Right to export deals accessed by him/her AND all contacts and Organisations. (If export permissions are enabled)

Right to edit deal details like deal name, value, stage, all field types, linking person, organisation and projects, schedule activities, add tasks and merge.
Change the Status of the deal.
Export owned and following deals. (Won/Lost)
Right to change the Deal owner.

Access to deals & everything in deals.
Right to edit deal details like deal name, value, stage, all field types, linking person, organisation and projects, schedule activities, add tasks and merge.
Change the Status of the deal. (Won/Lost)
Export following and owned deals.