Lead management privileges
Privileges and privilege groups are used to provide and restrict access to specific functionality across NexJ Customer Relationship Management. Use NexJ Admin Console to assign the following privileges to users.
Note: A
privilege is a property that allows a user to use or
access a specific feature in NexJ CRM,
NexJ Admin Console,
or NexJ System Admin Console,
such as adding a new contact. A
privilege group is a group of users who have the same
privileges. A user may belong to several privilege groups.
Note: For
more information about privileges, see the NexJ CRM
Administrator Guide.
Lead management privileges
- ilm:AdminLeadBulkDelete
- Allows the user to bulk delete leads.
- ilm:CallScriptManage
- Allows the user to create, update, and delete call scripts.
- ilm:CallScriptTemplateCreate
- Allows the user to create call script templates.
- ilm:CallScriptTemplateDelete
- Allows the user to delete call script templates.
- ilm:CallScriptTemplateUpdate
- Allows the user to update call script templates.
- ilm:CallScriptTemplateView
- Allows the user to view call script templates.
- ilm:CallScriptView
- Allows the user to view call scripts.
- ilm:EnableAdminLeadManagement
- Allows the user to perform administrative tasks in the Lead Management tab on the Customize workspace.
- ilm:EnableIntegratedLeadManagement
- Enables all lead management features in the application, which
include:
- Adding new leads
- Importing leads
- Enabling the Leads subtab on the Journal tab on the Contact workspace
- ilm:LeadAllView
- Allows the user to view all leads.
- ilm:LeadCreate
- Allows the user to create leads.
- ilm:LeadDelete
- Allows the user to delete leads.
- ilm:LeadDistributionManage
- Allows the user to distribute leads.
- ilm:LeadExport
- Allows the user to export leads.
- ilm:LeadManage
- Allows the user to manage leads.
- ilm:LeadView
- Allows the user to view the leads that the user has access to.
Lead management privilege groups
- gLeadAdmin
- A privilege group assigned to lead administrators that provides
the ability to administer call scripts, batch delete leads, view all
leads, and export leads.
- flow:gFlowGeneralAdmin
- ilm:AdminLeadBulkDelete
- ilm:gLeadManager
- ilm:LeadAllView
- ilm:LeadExport
- gLeadManager
- A privilege group required for management-level lead
functionality.
- flow:gFlowTemplateGeneralManage
- ilm:CallScriptTemplateCreate
- ilm:CallScriptTemplateDelete
- ilm:CallScriptTemplateUpdate
- ilm:EnableAdminLeadManagement
- ilm:gLeadUser
- ilm:LeadDistributionManage
- ilm:LeadExport
- RuleSetManage
- rules:gLeadRuleAdmin
- gLeadUser
- A privilege group required for basic lead management
functionality.
- ilm:CallScriptManage
- ilm:CallScriptTemplateView
- ilm:CallScriptView
- ilm:EnableIntegratedLeadManagement
- ilm:LeadCreate
- ilm:LeadDelete
- ilm:LeadManage
- ilm:LeadView
- WorkQueueManage