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). (CRM & Mobile App access).
Managers with admin access can add/disable users, access payout data, and much more. Please put an asterisk(*) beside the manager accounts you’d like to have admin access to.
- Can Receive/Assign Leads
- Can Access EasyDOCs
- FULL ACCESS to CRM
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 go right into their dashboard. (CRM & Mobile App access).
- Can Receive/Assign Leads, depending on access
- Can access EasyDOCs
- FULL ACCESS to CRM
Lead Generators:
These are your users who will ONLY have access to the mobile app to generate and track the 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).
- They can only see and communicate on leads they generate
- You cannot assign anything to a Lead Generator
- These accounts cannot use EasyDOCs, as they don't have CRM access
Please note: If a Service Tech or Driver is going to receive Leads, Work Orders, etc. They need Mid-level CRM/PMP access. Frontline accounts will not suffice.