Creating a Lead Vendor company, users and teams will allow you to setup a method for Lead Vendors to login to your system and view the status of contact they have imported.
1. Create Company
Location: Admin Tabs > Companies (navigation bar) > Add Company (navigation bar)
Click to add a new company on the navigation bar. Enter the information for the company type (Lead Vendor), select the main company for the parent company and fill in the Lead Vendor's company name and any other information you have. Also be sure to check the "Active" box at the top. Once finished click "Save Company" on the navigation bar.
2. Create Team Called Lead Vendor and add created company
Location: Admin Tab > Teams (navigation bar)
First, enter a new team name. For our example we will use “Lead Vendor” then click "Save Team" on the navigation bar.
Now the team will appear on the list of created teams. Click on the 'team' to edit. Some options will now appear to add either Companies, Roles or individual Users to the team. Select (highlight) our new lead vendor company, again our example is “Lead Vendor. Click "Save Team" on the navigation bar.
Now that you have created a team this can be utilized on contact lists you may create and share with the lead vendor team. You probably will not allow the Lead Vendor's users to create lists themselves.
3. Adjust the Data Source
Location: Contacts Tab > Data source (navigation bar)
Now we will edit the data source leads are being imported from. Edit the Data Source the vendor is posting leads to and edit the Assignment settings. Choose the given company with the drop down for lead vendor. Make sure to check the box for “Assigning On” and then lower down on that section select the 'Lead Vendor' company (our example is also called "Lead Vendor"). This will make leads imported through this data source be automatically assigned to the "Lead Vendor" Company, this will allow a user from that lead vendor to see those leads.
4. Create Role that will only have access to view contacts in contacts tab
Location: Admin Tab > Roles (navigation bar)
Create a new Role named "Lead Vendor". The left most column of check boxes activates the tabs so they are visible to the users with this role. In this case we will only check “Contacts”. The next 3 columns will contain permissions for functions contained under that tab in the CRM. For the user with this role “Lead Vendor”; we only need “View All Contacts” and “View Contact List” checked for the needs of a Lead Vendor user login, as they should not be able to alter anything on a contact, only view their status. You may decide to give further permission or less, we suggest playing around with the role setting until you've found hat works best for your situation.
5. Create User Account for Lead Vendor
Location: Admin Tab > New User (navigation bar)
Enter the username, password (duplicate under "Confirm") and company (Lead Vendor) the user will work under. Then click save and you will be given further options for the new user.
Scroll down to the "User Login Information" and fill in the required information notated with an asterisks. Be sure to include an email address that can be used for the vendor. Now check the 2 boxes under the User Login Information section labeled “Require Password Change at Next Login" and "Email Login Info” to send login credentials and have the user set their own password. Click save and a system generated email will be sent to the email address and force them to change the password on the initial login.
1. Create Company
Location: Admin Tabs > Companies (navigation bar) > Add Company (navigation bar)
Click to add a new company on the navigation bar. Enter the information for the company type (Lead Vendor), select the main company for the parent company and fill in the Lead Vendor's company name and any other information you have. Also be sure to check the "Active" box at the top. Once finished click "Save Company" on the navigation bar.
2. Create Team Called Lead Vendor and add created company
Location: Admin Tab > Teams (navigation bar)
First, enter a new team name. For our example we will use “Lead Vendor” then click "Save Team" on the navigation bar.
Now the team will appear on the list of created teams. Click on the 'team' to edit. Some options will now appear to add either Companies, Roles or individual Users to the team. Select (highlight) our new lead vendor company, again our example is “Lead Vendor. Click "Save Team" on the navigation bar.
Now that you have created a team this can be utilized on contact lists you may create and share with the lead vendor team. You probably will not allow the Lead Vendor's users to create lists themselves.
3. Adjust the Data Source
Location: Contacts Tab > Data source (navigation bar)
Now we will edit the data source leads are being imported from. Edit the Data Source the vendor is posting leads to and edit the Assignment settings. Choose the given company with the drop down for lead vendor. Make sure to check the box for “Assigning On” and then lower down on that section select the 'Lead Vendor' company (our example is also called "Lead Vendor"). This will make leads imported through this data source be automatically assigned to the "Lead Vendor" Company, this will allow a user from that lead vendor to see those leads.
4. Create Role that will only have access to view contacts in contacts tab
Location: Admin Tab > Roles (navigation bar)
Create a new Role named "Lead Vendor". The left most column of check boxes activates the tabs so they are visible to the users with this role. In this case we will only check “Contacts”. The next 3 columns will contain permissions for functions contained under that tab in the CRM. For the user with this role “Lead Vendor”; we only need “View All Contacts” and “View Contact List” checked for the needs of a Lead Vendor user login, as they should not be able to alter anything on a contact, only view their status. You may decide to give further permission or less, we suggest playing around with the role setting until you've found hat works best for your situation.
5. Create User Account for Lead Vendor
Location: Admin Tab > New User (navigation bar)
Enter the username, password (duplicate under "Confirm") and company (Lead Vendor) the user will work under. Then click save and you will be given further options for the new user.
Scroll down to the "User Login Information" and fill in the required information notated with an asterisks. Be sure to include an email address that can be used for the vendor. Now check the 2 boxes under the User Login Information section labeled “Require Password Change at Next Login" and "Email Login Info” to send login credentials and have the user set their own password. Click save and a system generated email will be sent to the email address and force them to change the password on the initial login.
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