Roles and permissions in Sales Campaigns
Sales Campaigns includes different access levels depending on the user’s role within Sage Sales Management.
Permissions for administrators and managers
Users with campaign management or administration permissions can:
Create campaigns from the web application.
Edit campaigns in draft or scheduled status.
Assign campaigns to teams or specific companies.
Configure forms and questions.
Define the type of activity required to complete a campaign.
Monitor results and statistics.
Export active or completed campaigns.
Duplicate active or completed campaigns.
Permissions for sales reps
Sales users can only access campaigns assigned to them.
From the mobile app, they can:
View active campaigns.
Complete activities linked to campaigns.
Register check-ins.
Answer forms.
Receive notifications related to active campaigns.
Sales reps:
Cannot edit campaigns.
Cannot delete campaigns.
Cannot modify forms.
Cannot add companies to a campaign.
Restrictions depending on campaign status
Available options change depending on the status of each campaign.
Campaign status | What can be modified | Restrictions |
Draft | All fields | No restrictions |
Scheduled | All fields | The campaign is not active yet |
Active | End date, description, attachments and companies | Campaign type, subject, start date and questions cannot be modified |
Completed | No fields | The campaign is read-only |
Restrictions in active campaigns
Action in active campaigns | Status |
Add new companies | ✅ Allowed |
Remove existing companies | ❌ Not allowed |
Modify the description | ✅ Allowed |
Modify the end date | ✅ Allowed |
Add files or video attachments | ✅ Allowed |
Modify questions or forms | ❌ Not allowed |
Change the campaign type | ❌ Not allowed |
Modify the start date | ❌ Not allowed |
Modify the campaign subject | ❌ Not allowed |
Forms and questions
Campaigns can include forms used to collect information during sales activities.
Draft or scheduled campaigns
You can:
Create questions.
Edit existing questions.
Modify forms.
Active or completed campaigns
Questions and forms become locked and can no longer be modified.
Export and analytics
Managers and administrators can export information from active or completed campaigns.
Data can be exported:
In Excel format.
By email.
You can also review:
Form results.
Progress statistics.
User and team performance.
What’s next
Learn more about the feature in Sales Campaigns in Sage Sales Management.