User role

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User

Each plan includes the predefined role shown below. This is a default role and may be assigned to any user, but may not be edited or modified.

Users can do everything Restricted Users can, plus additional bulk and lead-management actions, including:

  • Bulk import
  • Bulk email
  • Delete leads
  • Merge leads
  • Manage or delete other users’ opportunities, tasks, and activities (where enabled by the role)
  • Call, send SMS, and use the Dialer.

Users cannot manage organization-level settings like customizations or role management.

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