Leads
This page shows the feature role matrix entries related to leads.
| Feature | Admin | Csm | Sdm | Expert | Vendor | Customer |
|---|---|---|---|---|---|---|
| View leads table | ✔️ | ✔️ | ✔️ | ✔️ (own only) | ❌ | ✔️ (own only) |
| Create lead | ✔️ | ✔️ | ✔️ | ✔️ | ❌ | ✔️ |
| View lead | ✔️ | ✔️ | ✔️ | ✔️ (own only) | ❌ | ✔️ (own only) |
| Update lead | ✔️ | ✔️ | ✔️ | ✔️ (own only) | ❌ | ❌ |
| Delete lead | ✔️ | ✔️ | ✔️ | ❌ | ❌ | ❌ |
| Assign manager | ✔️ | ✔️ | ✔️ | ❌ | ❌ | ❌ |
| View lead progress | ✔️ | ✔️ | ✔️ | ✔️ (own only) | ❌ | ✔️ (own only) |
| Qualify lead out | ❌ | ✔️ (manager only) | ✔️ (manager only) | ❌ | ❌ | ❌ |
| Approve BRD | ❌ | ✔️ | ✔️ | ❌ | ❌ | ❌ |
| Flag BRD | ❌ | ✔️ | ✔️ | ❌ | ❌ | ❌ |
| Reject lead | ❌ | ✔️ | ✔️ | ❌ | ❌ | ❌ |
| Import leads | ❌ | ❌ | ❌ | ❌ | ✔️ | ❌ |
| Export leads | ✔️ | ✔️ | ✔️ | ❌ | ❌ | ❌ |
| Flag delivery reworked | ❌ | ✔️ | ✔️ | ❌ | ❌ | ❌ |
| Populate demo data | ✔️ | ❌ | ❌ | ❌ | ❌ | ❌ |
Last updated on