The Sales Pipeline pulls and presents data from many places in AgencyBloc. To do their work in a Pipeline, your Users need permissions to access those places and data. You can manage these permissions via Security Groups. For ideas on how to set up your Security Groups, this article has “recipes” for several roles commonly observed in the sales process of insurance agencies.
IN THIS ARTICLE
Security Group recipes
These recipes outline the main permissions your users need to work in a Sales Pipeline. You can follow these recipes to update your existing Security Groups or create new ones. Just make sure each one has the necessary permissions for your Users to work in a Pipeline.
Note: If any of your Users should have restricted access (i.e., only see certain books of business), they will need to have accessible agents set up. Most of the time, the accessible agent will be the User’s matching Agent record. See this article for more details.
|Sales Producer||Sales Manager||Account Services/Office Staff|
Required for creating Individual leads, clients, and Sales Opportunities.
Required for creating Group leads, clients, and Sales Opportunities.
|Sales Opportunity Permissions
Required for creating Sales Opportunities for leads and clients in a Sales Pipeline. Also required to access the Leads List, Sales Pipelines Board, and Sales Opportunities List.
Required for creating and updating policies for closed-won opportunities.
Required for managing User access to specific record types—typically in the book of business.
Required for creating and updating Policies.
|Sales Pipeline Permissions
Required for setting up Sales Pipelines.
Required for managing User permissions and access, and setting up Teams for Sales Pipelines.
|Security Groups & Teams||x|
Required for setting up Automated Workflows for lead and Sales Opportunity-triggered events.
Required for viewing lead and Pipeline data on the Dashboard.
|View Sales Dashboard Analytics||x|