How to enable manage team smart views permission for a role in Close.com
Here is how to enable manage team smart views permission for a role in close.com
- First click on "Settings" menu item 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 Team Smart Views" permission toggle to enable it
- Finally click on the "Save" button in the top right corner
Why should you enable manage team smart views permission for a role in Close.com
Close is a CRM platform designed to simplify and enhance sales processes, bringing teams together for better results.
The "manage team smart views" permission in Close.com plays a crucial role in efficient team management. By enabling this feature, team leaders can tailor specific views and shared dashboards, ensuring that team members access relevant data effortlessly.
This enhances productivity by streamlining workflow, allowing sales teams to focus on high-priority tasks with clarity and purpose. With accessible and organized data, decision-making becomes both faster and more informed.
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