Allowing Salespeople to Access and Add a Limited Number of Tracks
It makes sense that only admin/support has permission to add a track to a 'Contact' or a 'Property' as the range of tracks created can be numerous and quite specific. Control is important.
However, there are instances where sales people should be able to add a track themselves, such as attaching a repeat follow-up track to a contact or property after an initial follow-up track has been completed.
It would be useful to create permissions that allow salespeople to access a limited set of predetermined tracks and attach them as they see fit.
2
votes
Anonymous
shared this idea