Either one of these may not directly be related to Contact or Deal Management, but may be related to CRM. Forgive me if it doesn’t apply, but it’s feedback nonetheless.
It’s a minor thing, but with regards to UX and usability - it may not be intended at all.
Here’s a user group where I disabled a few things, like Lists:
But when the user logs in, he sees this:
First, Automation doesn’t have an access privilege setting for admins, but decides to show up anyway. So the user clicks on it and he doesn’t see any automations, but has full access to see messages - and delete or edit those messages that are in the whole account.
Not only that but now there’s two new menu items on the top that aren’t supposed to be there because I turned them off in the access privileges for this group.
- When you go to Forms, same thing - full access to all forms.
- When you go to Reports:
Basically, this kind of access privilege is necessary because I want to give the users one or two jobs other than using the CRM. So campaign & automation management would be managed invisibly. All they would do is work in the Deals section literally. The additional work would be to add tags to contacts.
So using the Gmail Chrome plugin, when a contact replies to one of the automations - I’m hoping the Gmail plugin shows the contact (I say hope because the from: email is usually an astirx.com so not sure if Gmail plugin can detect the contact through that or not) - and the user would apply the tags to the contact.
And regarding the pipelines, I know you’re building the privs in there but my goal is to use a “Scored Pipeline” for MQLs. What this means is if the lead was scored between 1-33, it stays in the “Cold Lead”, 33-66 “Warm Lead”, 66-100 “Hot Lead” at which point, like a waterfall - this lead would be tasked to a user in the aforementioned group and moved into a “Leads” pipeline that they see.
They don’t see the Scored Pipeline because it’s not relevant to them, but if they see an individual contact record once the contact is in the “Leads” pipeline, they can see the activity history which I guess is enough for them.
This can even pave the path for reports like this: