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Custom user Roles and Profiles



Custom user Roles and Profiles allows you to create various CRM experiences for every person, based on roles and seniority. Certain roles, such as developers and IT may need access to certain functions of our CRM, while the Sales manager might have access to information different from that of their sales team. All these ideas are possible within Salesboom, and giving different permissions and accesses will make your teams more efficient and effective in their daily work roles.

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