LEARNING PATH:
Sales Operations
Roles & Permissions eBook
Governing feature accessibility is important to modern sales teams like yours. At SalesLoft, we give the ability to restrict access to certain features and functionality with roles and permissions. SalesLoft’s roles and permissions are robust enough for enterprise teams with implementation easy enough for anyone to use.
In this SalesLoft U Workbook, we’ll walk you through each step of maximizing your SalesLoft configuration with Roles & Permissions and give you eight commonly used roles to get you started faster!
Download our Roles & Permissions Workbook and:
- Learn about the 15 permission sets
- Learn how to create and edit roles
- Get started with eight of the most commonly used roles