This topic provides further details on InTouch CRM security and how it affects users' access to sales leads. For each access level (that is, levels one through four), a brief description appears next to the routine name and condition (see bold type) involved. The following list gives a further description of the routine name and condition represented further below.
Callback (Active) - Manage Sale Leads, active leads selected
Callback (Inactive) - Manage Sale Leads, inactive leads selected
Entry (Add) - Sales Lead Entry
Entry Update (Active) - Sales Lead Entry, edit existing sales lead, active leads selected
Entry Update (Inactive) - Sales Lead Entry, edit existing sales lead, inactive leads selected
Callback (Active) - Default Salesperson from Log On – DO NOT Allow Overrides; Default Location from Log On, Allow Overrides.
Callback (Inactive) - Default Salesperson All, Allow Overrides; Default Location from Log On – DO NOT Allow Overrides
Entry (Add) - Default Salesperson; Default Location; Allow Overrides; Owner can change
Entry Update (Active) - ‘Owner’**** can change anything. Others can add comments.
Entry Update (Inactive) - Needs Entry of a Valid Salesperson and Location; Must Update to become owner and log-on location gets written to contact.
Callback (Active) - Default Salesperson All, Allow Overrides; Default Location from Log On – DO NOT Allow Overrides
Callback (Inactive) - Default Salesperson All, Allow Overrides; Default Location from Log On – DO NOT Allow Overrides
Entry (Add) - Default Salesperson, Default Location, Allow Overrides, within SM’s loc, Owner can change
Entry Update (Active) - ‘Owner’*** can change anything. Others can add comments.
Entry Update (Inactive) - Needs Entry of a Valid Salesperson and Location. Upon Update the SM log-on location gets written to contact file.
Callback (Active) - Default Salesperson All, Allow Overrides; Default Location All, Allow Overrides within their CRM district; Default District Manager from Log On – DO NOT Allow Overrides.
Callback (Inactive) - Default Salesperson All, Allow Overrides; Default Location All, Allow Overrides within their CRM district; Default District Manager from Log On – DO NOT Allow Overrides.
Entry (Add) - No Defaults, Require Entry of a Valid Salesperson and Location within DM’s locations.
Entry Update (Active) - ‘Owner’** can change anything. Others can add comments.
Entry Update (Inactive) - Needs Entry of a Valid Salesperson and Location
Callback (Active) - No Restrictions; Default – All for Salesperson and Location.
Callback (Inactive) - No Restrictions; Default – All for Salesperson and Location..
Entry (Add) - No Defaults; Require Entry of a Valid Salesperson and Location.
Entry Update (Active) - ‘Owner’*; Needs Entry of a Valid Salesperson and Location Needs.
Entry Update (Inactive) - Entry of a Valid Salesperson and Location.