SalesExec Administration
Admin and user settings articles for permissions, roles, and more
By Chris and 2 others3 authors11 articles
Configure SalesExec
Configure SalesExec Lead Manager
- Edit the Column Layout of Your Lead Manager ScreenYou can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen
- Lead Manager Screen System Column DefinitionsLearn how to identify key details from the Lead Manager Screen.
- Configure User and Sales ViewsConfigure the lead fields visible to your sales team when using Pull, Power Dialing, Lead Details Screen or the Mobile App.
- Troubleshooting SalesExecTroubleshooting SalesExec
Adding and Updating Users
Adding and Updating Users
- Adding a Branch LocationIf you have multiple office locations, you will want to enable and add a branch location. This article will show you how.
- Adding New UsersAdd new users or branch locations to your SalesExec account. Enable and disable users, and add permissions for each user.
- Update User Name and PasswordUpdate your user credentials or someone on your team if you are an administrator. Change the password or username associated to the account
- How To Update My Account SettingsManage your personal profile, security credentials, email signature, document library, and system notification preferences all from a single, centralized settings page.
- Assigned Pull Distributions for UsersManaging pull distribution assignments at a user level.
- Introduction to User Roles and PermissionsUser roles and permissions make it possible to create levels of account access, roles for different users, and allowed features
- Advanced User Role and Permission ConfigurationWith permissions you can limit what a user views on the toolbar such as contacts, products, reports, Pull feature or lead fields