Team

What does a Sales Manager do?

A Sales Manager combines closing deals with portfolio oversight over the sales team. Access to:

  • Own + assigned leads in CRM
  • Sales reports (deals per setter, conversion rates)
  • Own commission + portfolio stats
  • Booking + tools
  • No clients tab / financials / Admin

Difference with Closer: Sales Manager may also see sales reports (`viewSalesReports`).

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What does an Admin do?

An Admin is the agency owner or office manager. Full access to: - All clients + edit/deactivate/delete - All tasks agen…

What does a Manager do?

A Manager is the social media manager — the person who creates and plans content for clients. Access to: - Clients they…

What does an Appointment Setter do?

An Appointment Setter is a sales role: cold-calling/emailing leads to book a first appointment. Access to: - CRM — only…

What does a Closer do?

A Closer conducts sales calls and closes deals. Access to: - CRM — only leads assigned to them - Deal flow + activities…

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