|
Sales manager
\[sn\_sales\_common.sales\_manager\]
|
Assigns opportunities to sales agents based on the team's expertise and creates, reads, and updates opportunities.
|
sn\_sales\_common.sales\_agent
|
|
Sales agent
\[sn\_sales\_common.sales\_agent\]
|
Creates, reads, and updates opportunities assigned by a sales manager to identify, nurture, and convert opportunities into successful sales.
|
- sn\_quote\_mgmt\_core.quote\_writer
- sn\_som\_gen\_ai.sales\_ai\_user
- sn\_meeting\_mgmt.meeting\_creator
- sn\_mcp\_server.viewer
- sn\_crm\_touchpoint.touchpoint\_writer
- sn\_sales\_forecast.forecast\_viewer
- sn\_doc.reader
- sn\_customerservice.csm\_workspace\_user
- sn\_opty\_mgmt\_core.opportunity\_setup\_viewer
- sn\_opty\_mgmt\_core.opportunity\_writer
- sn\_opty\_mgmt\_core.opportunity\_allocation\_writer
|
|
Sales order specialist
\[sn\_sales\_common.sales\_order\_specialist\]
|
Includes both the sales agent role and the order agent role access, so sales order specialists can work on both middle-office and front-office activities for creating quotes and orders within a company.
|
sn\_sales\_common.sales\_agent
|
|
Sales restricted agent
\[sn\_sales\_common.sales\_restricted\_agent\]
|
Provides access to leads, opportunities, quotes, sales territories, and other resources, enabling the user to manage the sales life cycle effectively through the responsibility framework.
|
- sn\_customerservice.cust\_data\_resp\_granular
- sn\_opty\_mgmt\_core.opportunity\_setup\_viewer
- sn\_customerservice.csm\_workspace\_user
- sn\_crm\_touchpoint.touchpoint\_writer
- sn\_mcp\_server.viewer
- sn\_opty\_mgmt\_core.opportunity\_allocation\_responsibility\_write\_granular
- sn\_meeting\_mgmt.meeting\_creator
- sn\_crm\_customer\_access\_management\_user
- sn\_quote\_mgmt\_core.quote\_responsibility\_write\_granular
- sn\_prd\_pm.product\_catalog\_viewer
- sn\_csm\_ctxrul\_mgt.context\_variable\_viewer
- sn\_tmt\_core.inbound\_queue\_read
- sn\_opty\_mgmt\_core.opportunity\_responsibility\_write\_granular
- sn\_csm\_ctxrul\_mgt.rule\_matrix\_viewer
|
|
Sales operations specialist
\[sn\_sales\_common.sales\_ops\_specialist\]
|
Configures and optimizes the sales process within an organization by handling administrative and setup tasks, ensuring that the sales team operates within a well-structured framework for tracking and managing sales transactions from initiation to closure.
|
- sn\_som\_gen\_ai.sales\_ai\_admin
- sn\_opty\_mgmt\_core.opportunity\_setup\_writer
- canvas\_user
- sn\_opty\_mgmt\_core.opportunity\_allocation\_viewer
- sn\_doc.writer
- sn\_crm\_touchpoint.touchpoint\_reader
- sn\_quote\_mgmt\_core.quote\_viewer
- sn\_opty\_mgmt\_core.opportunity\_viewer
- sn\_sales\_forecast.forecast\_admin
- sn\_meeting\_mgmt.meeting\_viewer
|