📌 This feature is included in the Performance plan and available for the Professional plan.
For detailed information about each plan, you can check 👉 here.
To ensure an efficient and controlled use of the Sales Campaigns module in Sage Sales Management, it is important to understand the different levels of permissions and the actions that users can perform based on their role within the system.
1. Permissions for Administrators and Managers
Administrators and Managers with access to campaign editing and creation can:
✔ Create new campaigns from the web version.
✔ Assign campaigns to sales teams or specific groups of companies.
✔ Edit campaigns in draft or scheduled status (before activation).
✔ Duplicate campaigns that have been completed or are still active (saved as a draft).
✔ Configure forms within the campaign.
✔ Define the type of activity required to complete the campaign (Check-in or any activity).
✔ Monitor and analyse campaign progress from the web version.
✔ Export reports with the results of active or completed campaigns.
2. Permissions for Sales Representatives
Sales representatives can only view and manage campaigns assigned to them. Specifically, they can:
✔ View active campaigns from their Dashboard and campaign menu.
✔ Perform and log activities related to the campaign (Check-in or any activity, depending on the type defined by the administrator).
✔ Complete forms if the campaign includes mandatory questions.
✔ Receive notifications about new active campaigns and deadlines.
❌ Cannot edit or delete campaigns.
❌ Cannot modify forms or add new companies to the campaign.
3. Restrictions on Campaign Modifications
Active campaigns: Cannot be deleted or edited (except for the end date).
Completed campaigns: Cannot be edited but can be duplicated to create a new campaign using the same parameters.
Team-specific permissions: Administrators can configure whether sales representatives can view the overall campaign objectives or only their own performance.