While the Sales Representative (SR) works mainly in the TekStack Sales area, access to other areas is often needed. You will see that the security role of the Sales Representative is numbered according to the solution you have access to.

Sales Representative 03

This is the basic SR role where you can access both Outbound and Sales areas in TekStack. While you have Read (Only) access to the dashboards in each area, you have Edit access to everything else.

• Dashboards: Read Only
• Edit access to Sales Acceleration (Sales Acceleration Activities, Sequences, Sequence Instances, Templates) and Customers (Accounts and Contacts) in Outbound.
• Edit access to Sales (Opportunities and Competitors) and Customers (Accounts and Contacts) in Sales.

• Create and follow up on accounts and contacts.
• Create opportunities.
• Create emails, phone calls, and other various activities.
• Close opportunities.

You can also view Sales, Sales Accelerator and Email Template items in the Configure area.

If you are using TekStack MSP, this is the only role you will need.

Sales Representative 05

This role gives the SR Read (Only) access to the Delivery area including some of the Delivery items in Configure. You have Edit access to Customer Accounts and Contacts in this area as well.

Sales Representative 08

This role gives the SR access to the Revenue area where you can edit Activities, Subscriptions (Opportunities) and Customers (Accounts and Contacts). You can view Subscriptions (Orders), and Invoices (Invoices). You can view Revenue items.

In the Configure area, you can view the items related to Revenue.

Sales Representative 10

This role gives the SR Read (Only) access to the Marketing area. You can Edit your Customer Accounts and Contacts.

Sales Representative 12

This role gives the SR Read (Only) access to the Help Desk area. You can Edit Customer Accounts and Contacts.

Features Availability Matrix

In the following table, you will see a matrix of all the functions for each SR Security role.

Legend: E = Edit, R = Read Only