How to enable manage forms permission for a role in Close.com
Here is how to enable manage forms permission for a role in close.com
- First click on "Settings" button in the left sidebar
- Then click on "Roles & Permissions" option in the Organization section of the settings menu
- Next click on a user role card in the User Roles section
- Then click on the "Manage Forms" toggle switch to enable the permission
- Finally click on the "Save" button in the top right corner
Why should you enable manage forms permission for a role in Close.com
Close is a dynamic CRM designed to streamline your sales process and boost team productivity.
The "manage forms permission" feature offers the flexibility to customize access to various forms within your team. This empowers team leads to assign roles that best suit individual responsibilities, ensuring efficiency and specialization.
Utilizing this permission capability enhances data accuracy by entrusting form management to the most adept team members. It also promotes consistency in how information is gathered and leveraged within the organization.
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