How to organize your leads with the User Access Rights add-on?

If your sales organization is split geographically or by industry, and you want to make sure your sales team is working on the right set of leads, simply add user access rights.

With this add-on, when you create country, region, or industry specific feeds and provide user access only to the limited relevant subset, you can ensure that your sales team is working on the right leads.

Without user access rights add-on, users have access to leads from all geographies:

With user access rights add-on, users have access to leads from selected geographies:

New items in your CRM can be created from many places and by many users — making the task of keeping your CRM organized a difficult one. With a “Read-only” role, you can prevent access.

Without user access rights add-on, users have free access to manipulate Leadfeeder and all connected systems:

With user access rights add-on, no CRM related action and no create new custom feed button. The user can browse leads without interfering with the system:

Combining both custom feeds and actions restrictions, you can create a safe environment for contractors, resellers, and business partners. That change will limit users to see only specific feeds and prevent them from changing any settings inside the product.

Without user access rights add-on, users have access to personal, company and account settings:

With user access rights add-on, users have access only very restricted access to relevant personal settings:

Help users focus on the most important feeds by providing access only to feeds that they need. Instead of hundreds of leads in tens of feeds, users will see only the ones that are relevant.

This will streamline their work, make onboarding Leadfeeder much easier for the new users, and improve the usage over the entire sales team.

Without user access rights add-on, regular users have access to all feeds making it much more difficult to navigate:

With user access rights add-on, regular users have access only to relevant feeds assigned by the admin:

To get started with the user access rights add-on, navigate to your Leadfeeder subscription settings here.

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