Visibility is based on sales team assignment. Sales Reps can only see their own companies, contacts, opportunities and sales/commission numbers based in the Sales Team they are assigned to..
You can edit visibility based on how you assign sales teams and user menus:
Sales Teams allows access to accounts and contacts.
User menu settings allow access to certain sales reports, commission reports and functionality permissions.
To break it down on what reps or staff can see, we’ll ask:
- What Sales Team are they on?
- That gives visibility into Companies, Activity Journals, Contacts, Opportunities, and to Share Commission
- What are their user menu settings?
- See Sales Reports (selectively)
- See Commission Reports (if you select it)
- On Commission % Split – do they have visibility?
- User Roles
- Owner, Manager, Sales Rep (OSRs/ISRs), Staff
- Admin or no admin?
- Owner + Admin = all seeing, all places at all times
In short, based on sales team assignment, Sales Reps can only see their own companies, contacts, opportunities and sales/commission numbers.
BEST PRACTICE TIP: All owners should be on all sales teams for Sync+ to function optimally.
This is where you can find the right place to edit sales teams and user menus:
What sales team are they on? –
How to Assign Team Members to a Sales Team
Example: If an outside sales person has inside team members, the inside reps will need to be members of the outside rep’s sales team so they can view companies, contacts, opportunities, etc.
1. Left click the global menu (four lines).
2. Hover over “Settings.”
3. Left click “Sales Teams.”
4. Left click desired sales team.
5. Left click desired user to add to the team.
6. Left click single right arrow.
In the example below we have looked at every sales team, and Chris Farley is a member of his own team, the Rotem team, and the “All” s team. He will be able to view all of the companies, contacts, opportunities, etc. for his team as well as the other two teams.
What are their user settings? –
How to Change User Menu Settings for Sales & Commission Reports
You may want to allow/deny access to specific reports by user. i.e. Employees may need different levels of access, to certain reports, based on their roles.
1. Left click global menu (four lines in upper left).
2. Hover over “Settings.”
3. Left click “Users.”
4. Left click desired user.
5. Left click “Edit” button.
6. Left click “User Menu” tab.
7. Left click arrow to expand “Reporting.”
8. Place a check mark next to the reports this user should have access to.
9. Left click “Save.”
