Managers
The gatekeepers of your program who have complete oversight of leads in the web platform (pipeline, ability to assign leads, approve leads, and view analytics). (Web-dashboard & mobile app access).
Managers with admin access can add/disable users, access payout data, and much more. Please put an asterisk(*) beside manager accounts you’d like to have admin access.
Mid-Level Sales/Service
These users have access to their unique pipeline and can only action leads that are assigned to them. They also have access to the app to save them time in the field. Leads that they capture using the app goes right into their dashboard. (Web-dashboard & mobile app access).
Lead Generators
These are your users who will ONLY have access to the mobile app to generate and track their own leads that they send as well as earn rewards (only lead generator accounts will earn rewards in the app). Leads captured through the app get sent to the web dashboard, where the Wingmate system or manager accounts can assign them. (Mobile app access only).