Team and roles
Everyone sees the part of the book that is theirs
Owner, manager, branch manager, rep, viewer and import roles, enforced by the database, so a rep's list, search and Allo only ever reach the rep's accounts.
Optional
Mentions and handoffs are off until you turn them on in Settings, Features. They are on every plan.
How it works
- 01Invite people by email and give each a role. Users are unlimited on every plan.
- 02Assign accounts one at a time, in bulk, or from a salesperson column in your import.
- 03Mentions tell a teammate about a note, and a handoff moves a leaving rep's whole book, with follow-ups and drafts, in one step.
Who uses it
- Owners
- Invite, set roles, hand over a book.
- Sales managers
- Assign accounts and see coverage by rep.
- Reps
- Their own accounts, and nothing else.
In the help center
- Roles Who sees what.
- Mentions and handoffs Mention a teammate in a note, and move a leaving rep's accounts in one step.
Every feature is on every plan. See pricing.
The rest of the product
Daily listEach morning, the accounts that broke their patternReplaySee what the rules find in your own historyAlloAsk about your book in plain wordsScorecardsHow every account, rep and team is doing, in partsFollow-ups and alertsNothing you meant to come back to slipsGrowthWin back, ramp up and grow the accounts you haveProduct lines and clustersCatch the account that stopped buying one thingData health and activityKnow the data is right, and who changed what