Create Roles
  • 07 Sep 2020
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Create Roles

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Roles are the designations of RevvSales Users, mostly based on their responsibilities. i.e, each user will be assigned a role. Each role will be treated as a User group whose permissions can be managed. To create a new Role (coming soon), simply click “Create New Role” and enter the Role title. RevvSales has 3 Roles created by default and cannot be altered.

  • Sales Representative
  • Sales Manager
  • Sales Operations

Note: RevvSales also supports another role Account Owner. However, account owner has all the permission set that of Sales Ops.

Use RevvSales Role page to create roles and provide permissions.


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