Did you know you can give a rep access to another rep's customers and leads? You can! 

Please note: You can only give a rep user access to the assigned customers or leads of another rep user—meaning both reps have Crik-IT username. 

Here is how to give a rep access to another rep's customers and leads: 

1. Go to Maintain Permissions in the Tools tab

2. Select the rep user (ex. rep A)

3. Scroll down to the Rep Access Permissions section. There, check 'If checked, user can access this rep's Customer-related data' for the reps whose customers you wish to give rep A access to; and/or check 'If checked, user can access this rep's Lead-related data' for the reps whose leads you wish to give rep A access to. 

Once you've given rep A access to other reps' customers or leads, rep A will be able to see those reps' sales and customers (or leads). 

Please note: When a rep has access to other reps' customers or leads, they will also be able to run reports for those reps' sales. 

Questions? We're here to help! Contact us at support@crik-it.com