Sales Role Help

Anonymous
Not applicable

Sales Role Help

Does anyone have any best practices when added in a sales user role? I really only want them to be able to see the programs and the members of those programs and not much more. Is that too restrictive? Any insight/thoughts on what works best would be extremely helpful.

Thanks.
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2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Sales Role Help

So you are giving a Salesperson access to the main Marketo system so they can see everything?

What do you want them to see exactly?

I'd just let them use Read only access.
Anonymous
Not applicable

Re: Sales Role Help

I really just want them to be able to see what programs are available and what members are associated with that program.