Each plan (Basic, Professional, and Business) 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.
The User role can:
- Bulk Import leads.
- Send Bulk Email or manage Bulk Sequence Subscriptions.
- Delete and Merge Leads
- Modify/delete other users’ opportunities, activities and tasks.
- Modify/delete own opportunities, activities and tasks.
- Call, send SMS, and use the Dialer.