We have provided the opportunity for customers to chose which features they want to use in XenLeads - based on the functionality provided to the User License.
Each instance has at least 1x Admin License. This user is responsible for adding and removing other users, and setting their permissions. They also configure the various settings throughout XenLeads.
- A subset of these enhanced permissions can also be provided to other users as needed, however this uses additional Admin licences.
This user is generally used by the Call Center or Telemarketer team. They have full Contact Management and calling options, and even set appointments for Sales Reps and Managers.
These accounts are also useful for Team Leads, so they can also follow up with customers.
General purpose user, which is great for anyone that does not need to dial, or administer the other users.
These licenses are great for general use, for those that need to use or review Contacts, Leads, and Deals.
Examples: Customer Service, Operations,
The License type can be estimated by editing a User account and reviewing the permissions.
Here is an example of an Administrator: