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Adding users and sales reps

New Member
Posts: 16
Country: USA

Adding users and sales reps

I am adding sales reps and would like to buy additional licenses for them. Is there any way to have a sales rep log on and be able to view only their accounts? I do not think I want the reps to see what is going on with other accounts as these reps are strictly outside reps.

 

ACT V17 Pro

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Adding users and sales reps

Not with ACT! pro. That feature is available with ACT! premium, it's called limited access.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129