User role

      User role


        Article Summary

        User

        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 Workflow 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.