| User Groups |
Divide all your users into user groups, each with their own set of configurable access permissions. Assign leads to an entire group for distribution. Lead management and tracking is easy with user groups. Using triggered actions, incoming leads can "round-robin" between user groups, and between users within that group based on criteria within the form. With user groups it becomes easy to break your users into teams. The four types of user groups are:
- Admin - Any user in an admin group has complete access rights to the entire system.
- User - Any user in a user group has access rights that can be set by persons with proper permissions.
- Affiliate - Affiliates are users who deliver leads to your system.
- Clients - Clients are users that you deliver leads to. You can charge for the leads delivered. Reseller clients can have very limited rights.
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