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Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company

user_types

Company Users

Corporate

Sales Office

Company

Administrator

An Administrator is almost a Company User except for the access of company settings.

Company

  • Administrator user in a company will have access to all the modules except for the Company Settings.
  • The most important role of an Administrator (admin) is to place and manage order, request for order stock, assign to an installer.
  • Apart from this Admin can act as any other type of user. For example an Administrator user can send a quote to the customer as would a sales rep.

Sales Office

  • Administrator user in a Sales Office will have access to all the modules except for the Company Settings, Products and creating a Stock User.
  • The most important role of admin is to place and manage order, request for order stock, assign to an installer.
  • Apart from this Admin can act as any other type of user. For eg. Administrator can send a quote to the customer as would a sales rep.

Available Modules to Access

Dashboard (Home)
Leads
Quotes
Orders
Stocks
Invoice
Installations
Logs
Users
Products

Installer

An Installer is a type of user who can view and update the details of the installation job allocated.

Available Modules to Access

Dashboard (Home)
Installations

Available Tasks

Installation Module
Search Install Jobs
View & Print Installation Details
Download Forms
Add Details / Status

Sales Agency

A Sales Agency is a kind of user who can manage all the Sales Rep under them. They can view all the data/records related to them and Sales Reps under them.

Available Modules to Access

Dashboard (Home)
Leads
Quotes
Orders/Sales

Available Tasks

Dashboard (Home)
Orders comments block
Orders block
Message to Sales rep
Leads
Search Leads
View Lead details
Quotes
Create / Edit Quote
Send Quote
Order/Sales
Search Order
View Order details

Sales Representative

A Sales Representative is a kind of user who can send quote to customers and make a sale. They can view all the data/records related or allocated to them.

Available Modules to Access

Dashboard (Home)
Leads
Quotes
Orders/Sales

Available Tasks

Dashboard (Home)
Orders comments block
Orders block
Message to Sales rep
Leads
Search Leads
View Lead details
Quotes
Create / Edit Quote
Send Quote
Order/Sales
Search Order
View Order details

Lead Manager/Agency

A Lead Manager/Agency is a kind of user who can manage the Lead Generators under them. They can view all the data/records related or allocated to them and their Lead generators.

Available Modules to Access

Dashboard (Home)
Leads

Available Tasks

Dashboard (Home)
Unassigned Leads block
Leads
Search Leads
Create & edit Leads
Assign Leads
View Lead details

Lead Generator

A Lead Generator is a type of user who generates Leads and assigns leads to a sales rep. They can view all the data/records related or allocated to them.

Available Modules to Access

Dashboard (Home)
Leads

Available Tasks

Dashboard (Home)
Unassigned Leads block
Leads
Search Leads
Create & edit Leads
Assign Leads
View Lead details

Stock User

A Stock User is a kind of user who can send stock request to warehouse. They can view all the data/records related or allocated to them.

Available Modules to Access

Dashboard (Home)
Stocks

Available Tasks

Dashboard (Home)
Stocks
Search Leads
View Stock details
Sent Stock Request (Multiple select/send)
Print Stock details

user_types.txt · Last modified: 2019/02/28 13:20 (external edit)