Inside Salesmate a user can create and share Sequences which is one of the most significant part. Shared ( Public Read/Write ) Sequences are visible and can be used by everyone in the organization, while private sequences are only accessible by the owner. There are three types available
- Public ( Read-Only )
- Public ( Read / Write )
Private: Only the Owner who creates the Sequence would be able to use the Sequence.
Public Read Only: Each user in the organization would see the Sequence and its overall performance. But it's only the Owner who can enroll contacts
Public Read/Write: Each user in the organization can see the Sequence with its overall performance and they can even enroll contacts in this Sequence.
How to select the Security Policy for Sequences
- Go to More >> Sequences
- Select the Desired Sequence
- Go to Settings
- Select Access
- Select the desired Security Policy
- Users at Higher hierarchy than the owner of the Sequence can always view these Sequences and it's performance. They carry a right to change the Sequence's settings if required.
- User with Administrator profile can view all the Sequences in the organization and can change the Sequence's settings if required.