Below you can find the key business roles existing in the DEMO environment along with the processes that each business role can run in the system.
Please be reminded that each business role is linked to a specific Job title within the system.
DSW |
|
Job Title | Processes |
Call Center Agent | - Create:
- Inquiries
- Sales Lead (Team Assignment)
- Sales Opportunities (Team Assignment)
- Purchase Lead (Team Assignment)
- Complaints (Team Assignment)
- Reassign:
- Inquiries
- Sales Leads
- Opportunities
- Activities
- Assign to self:
- Unassigned Sales Leads
- Unassigned Sales Opportunities
- Unassigned Purchase Leads
- Unassigned Complaints
- Access "Call Center" as "Call Center Agent"
|
Branch Manager | - Create:
- Inquiries
- Sales Lead
- Sales Opportunities
- Purchase Leads
- Reassign:
- Inquiries
- Sales Leads
- Opportunities
- Activities
- Inquiries
- Assign to self:
- Unassigned Sales Leads
- Unassigned Sales Opportunities
- Unassigned Purchase Leads
- Unassigned Complaints
- Access Omni channel - Campaign, My Account, My Site (LH)
- Access "Call Center" as "Call Center Manager"
|
Sales Advisor | - Create:
- Inquiries
- Sales Lead
- Sales Opportunities
- Purchase Lead
- Complaints (Team Assignment)
- Assign to self:
- Unassigned Sales Leads
- Unassigned Sales Opportunities
- Unassigned Purchase Leads
- Unassigned Complaints
|
Service Advisor | |
Omni-channel |
|
Job Title | Processes |
Campaign Manager | Omni-channel(Campaign, My Site, My Account), Call Center Manager |
Agent | Call Center Agent |
Agent Manager | Call Center Manager |
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