Team & insights
Teams, Roles & Access
Access is enforced on the server for every record. Agents see their own leads, managers see their teams, admins see everything.
What you get
- Admin, Manager and Agent roles
- Teams with managers; managers see their team and the unassigned pool
- Invite-only accounts — no public sign-up
- Deactivating a user signs them out everywhere, immediately
- Agents cannot export customer data
Related
Works well with
See your team’s calling day in VM CRM
A 30-minute walkthrough with your own lead file — import, distribute, call and report.