Sales roles are part of Pipeliner CRM Buying Center and in order to use it as it's best, we recommend you to customize it according to your business.
Takeaways
- How to create a new sales role
- How to edit an existing sales role
- How to delete an existing sales role
Create a new sales role
You can create new contact sales role within the "Administration.
- Click on the “User” and select “Administration” from drop down menu.
- Click on "Common lists".
- Click on "Sales role".
- Click on the "Create" icon.
Edit existing sales role
- Click on the “User” and select “Administration” from drop down menu.
- Click on "Common lists".
- Click on "Sales role".
- Click on the "Edit" icon within the action column for the corresponding sales role.
- Confirm the edit process by clicking on the "OK" button.
Delete a Sales role
You can delete the contact sales role within the "Administration.
- Click on the “User” and select “Administration” from drop down menu.
- Click on "Common lists".
- Click on "Sales role".
- Click on the "Delete" icon within the action column for the corresponding sales role.
- Confirm the delete process by clicking on the "OK" button.