The "CRM" Tab

June 25, 2020 19:40

This article explains the User Roles and Rights on the "CRM" tab. You can set these under Settings > User Roles & Rights > [Role Name] > CRM.

Client Access

Client List	Allows the right to view, edit, and search the client list. This right also is required to access the Client Edit screen.
Activate/Deactivate	Allows the right to activate and deactivate clients.
Add Client	Allows the right to add a new client.
Allow Edit	Allows the right to edit clients.
Allow Delete	Allows the right to delete clients.
Bulk Edit	Allows the right to bulk edit certain fields for clients from the client list.
Bulk Schedule	Allows the right to bulk schedule jobs form the client list.
Bulk Create	Allows the right to bulk create calls, to do’s, tags, touchpoints and notes for clients from the client list.
Marketing	Allows the user to send Marketing emails through client list.
Add Contract	Allows the right to create contracts for clients.
Payment Alerts	Allows the right to receive an alert when a payment is added in Service Autopilot.
Client Portal Ticket Alerts	Allows the right to receive an alert when a client portal ticket is submitted.
View Balance	Allows the right to view the current account balance for clients.
View History	Allows the right to view all job history.
View Notes	Allows the right to view notes for clients and leads.
View Contacts	Allows the right to view contacts.
View Billing	Allows the right to view billing information for clients.
View Credit Card #’s	Allows the right to view credit card information for clients.
Copy Master Property Credit Card	Allows the right to copy master property credit card information to sub-properties.
Reset Client Portal Password	Allows the right to reset the password for the Client Portal

Lead Access

Lead List	Allows access to view the lead list.
Allow Edit	Allows the right to edit leads.
Allow Delete	Allows the right to delete leads.
Bulk Edit	Allows the right to Bulk edit certain fields for leads from the lead list.
Bulk Create	Allows the right to bulk create calls, to do’s, tags, touchpoints, and notes for leads from the lead list.
Estimates	Allows the right to create estimates for leads.
Add Lead	Allows the right to create a lead.
Convert/Close	Allows the right to convert and close leads.

CRM Reports

Client Balance	Allows the right to run the report that shows what customers owe you and how much.
Client Contracts	Allows the right to run the report that shows a single line summary of all contracts including billing days and agreed-upon amount.
Client Referral	Allows the right to run the report that shows clients added by customer referrals in the client source.
New Clients Report	Allows the right to run the report that shows new clients created in Service Autopilot. This report can be filtered by date range, status, and sales rep.
New Client Count Report	Allows the right to run the report that shows how many clients were created in Service Autopilot. This report can be filtered by date range. The report is divided by zip code, source, and sales rep.
Cancellation Count Report	Allows the right to run the report that shows the number of client cancellations in Service Autopilot. This report can be filtered by date range. The report is divided by source, sales rep, CSR, and zip code.
Clients Report by Completed Jobs	Allows the right to run the report that shows which clients had jobs completed. This report can be filtered by date range and/or clients that email.
Client Method of Payment	Allows the right to run the report that shows by what method a client typically pays by. This report can be filtered by client type and method of payment.
Terminations Report	Allows the right to run the report that shows new terminations by date range. This report can be filtered by date range, reasons, and sales rep.
Client Contact List	Allows the right to run the report that shows a client contact list. This report can be filtered by account balance and sales rep.
Client Phone List	Allows the right to run the report that creates a client phone list. This report can be filtered by client since date and by sales rep.
Client Timeline Report	Allows the right to run the report that shows timeline entries (emails, to do’s, calls, etc.) for a given time frame. This report can be filtered by date range, client, type, and resource.
Client Source Campaigns	Allows the right to run the report that shows the results of a marketing campaign. This report can be filtered by date range, source and recovery days.
Lead Timeline Report	Allows the right to run the report that shows items found on Lead Timelines. This information can be filtered by date range, Lead, type of contact, and Resource.
QuickBooks Comparison	Allows the right to run the report that shows any discrepancies between QuickBooks and Service Autopilot. Having the QuickBooks Sync is necessary.
Sales Summary by Source	Allows the right to run the report that shows the conversion percentage from a lead to a client by marketing source. This report can be filtered by date range.
Closed Leads Summary	Allows the right to run the report that shows how many leads were closed. This report can be filtered by date range.
Lead Aging Summary	Allows the right to run the report that shows how many leads have not been converted from 0-120+ days. This report can be filtered by date range.
New Leads Report	Allows the right to run the report that shows when leads were created in Service Autopilot. This report can be filtered by date range or sales rep.
Estimates by Stage	Allows the right to run the report that shows a list of estimates and their current stages. This report can be filtered by date range, sales rep, estimate stage, estimate reason, and custom fields.
Won Estimates by Service	Allows the right to run the report that shows a list of estimates won and divided by service type. This report can be filtered by date range, service, and sales rep.
Won Estimates Service Products	Allows the right to run the report that shows a list of estimates won and attached products. This report can be filtered by date range, service, product, and sales rep.
Won Estimates Service Value	Allows the right to run the report that shows a list of estimates won and how much was collected for services completed versus the original estimated value. This report can be filtered by date range, service, job status, and sales rep.
Bounced Emails	Allows the right to run the report that shows emails from Service Autopilot that have not been delivered.
Spam Emails	Allows the right to run the report showing emails from Service Autopilot that have been marked as spam.
Forms Summary	Allows the right to run the report that shows a list of forms and the number of responses given. This report can be filtered by form status and date range.
Company Scorecard	Allows the right to see the company scorecard.

Tickets Access

View/Modify Tickets	Allows the right to view and modify Tickets.
Add Notes	Allows the right to create Notes.
Add Calls	Allows the right to create Calls.
View/Modify Email Integrations	Allows the right to view and modify the Email Integration Settings found by going to Settings > Email Integrations.

Forms

View/Create Forms	Allows the right to view existing forms and to create new forms.
Edit Forms	Allows the right to edit existing forms.
View Office-Only Fields	Allows the right to view “Office only fields” located in forms.
Delete Responses	Allows the right to delete form responses.
Get Form Alerts	Gives an alert when a form has been filled out and submitted.

Email Activity

View Email Activity	Allows the right to view email activity on the CRM tab. This will allow you to see emails sent, received, opened, bounced, rejected, or sent to spam, as well as their current status.
Can Remove Email from Spam List	Allows the right to remove emails marked as spam from the spam list.
Can Remove Email from Bounce List	Allows the right to remove emails that were added to the bounced list.

Automation Access

These User Rights only appear if you have a Pro Plus subscription.

Create/Modify Automation	Allows the right to create new and modify existing Automations.
View Automation	Allows the right to view Automations.
Stop Automation	Allows the right to stop Automations that are currently running.
View Automation Tags	Allows the right to view Tags on Automations.
Add Automation Tags	Allows the right to add new Tags to Automations.

Auto Assist Access

These User Rights only appear if you have a Pro Plus subscription.

Create/Modify Assist Categories	Allows the right to create new and modify existing Assist Categories.
Create/Modify Assists	Allows the right to create new and modify existing Assists.
View Assists	Allows the right to view Assists.

Text Message Access

These User Rights only appear if you added Text Messaging to your subscription.

View Message Center	Allows the right to create new and modify existing Assist Categories.
Remove Text Message Feed	Allows the right to create new and modify existing Assists.

Create Tag	Allows the right to create and add tags throughout Service Autopilot.
Create Tag Category	Allows the right to create new tag categories.