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Former Member
Jan 26, 2011 at 04:03 PM

Combination of SalesPro / MarketingPro / IC Agent possibilities


Working on an implementation for CRM7.0. Users will need to have access to specific pieces of the Marketing Professional, Sales Professional, and IC Agent roles.

Objective: Not require individuals to log in multiple times to complete their work. This would be cumbersome and impact individual's adoption of the application.

I have been informed that if individuals need functionality from all of these roles, they will have to log in multiple times. For example, they will have to create interactions under the IC Agent role, but if they want to see campaign details, they would have to log out and go in under the Marketing Professional role.

Is it possible to create a hybrid role that will allow for functionalty from all three of these roles to be combined into a single custom role?