User management and access control
Take Control Of Your Data
Have Complete Control of your data with transparent Access Control. Keep your data safe by defining which users in your organization have access to specific data and fields, and control which information they can view or what actions they can take.
Secure Data Access With 99Lead Management
- Create new user accounts
- Manage other users as an admin
- Create and assign profiles to users
- Access team or peer data
- Provide access to existing users
- Create custom profiles and teams as per your business requirement
Manage Users
Managing CRM users is incredibly easy with 99Lead Management. You can add users easily, deactivate accounts of members who are no longer part of the team or even delete their access altogether without breaking a sweat.
Add Users
Modify users
Activate or deactivate users
Delete users
Profile Permissions
Create profiles and set permissions in line with your organization’s processes and structures. Regulate different levels of access for CRM users- what actions a user can or cannot perform in 99Lead Management, and establish which users can make account level changes- adding users and creating custom data fields.
Create roles
Assign roles to users
Delete roles
Manage data sharing rules
Create data sharing rules
Data Sharing Rules
Configure sharing rules. Make fields accessible, read-only or editable as and when needed.Use them to set up access permissions for CRM tools like Bulk Import, Export, etc.
Manage Teams
Most organizations have multiple teams working on the CRM – based on the function (for example- pre-sales, direct sales, marketing etc.) or the territory. 99Lead Management helps admins create teams and assign users to those teams.
Create Teams
Assign Teams to users
Delete Teams
Share data with Teams
How to set data sharing rules in 99Lead Management?
Frequently Asked Questions
Smart Lists are pre-set filtering conditions that users can use to find relevant information faster. There must be filters unique to your business that are used frequently by your salespeople. Open leads, leads created by a specific user, contacts created in the last 30 days, etc. are some examples of common filters used repeatedly by salespeople. Users can save such filters with the Smart List feature available in 99sales CRM. Also, when you update data on the CRM, these lists get populated automatically.
Smart Lists are pre-set filtering conditions that users can use to find relevant information faster. There must be filters unique to your business that your salespeople use frequently. Open leads, leads created by a specific user, contacts created in the last 30 days, etc. are some examples of common filters used repeatedly by salespeople. Users can save such filters with the Smart List feature available in 99sales CRM. Also, when you update data on the CRM, these lists get populated automatically.
