Introducing Focused User – now in Beta!
You asked — we listened. We also brainstormed, coded, re-coded, streamlined it… (You get the gist.) Long story short — Focused User was born, and now we’re delighted to announce it’s available for you to try out!
What is a Focused User?
Up until now, in OnePageCRM, all contacts were visible to all users. An exception being the contacts marked as private.
With Focused User, it’s all going to change.
A Focused User is a user who only sees their own contacts, deals, and activity. The “Team Stream” tab is not visible to them at all.
However, the Account Owner / Administrator can view the contacts, deals and activities of all users, including the Focused Users
We would recommend you enable Focused User:
- If you’re working with external contractors or freelancers, and you want them to see the contacts related only to their project.
- If you have a competitive sales team who are hugely targets driven – ideal to avoid conflict or the possibility of “lead pinching” .
- If a new member joins the team, and you want to keep their full focus on their own leads/actions (once they are fully trained, you can always give them User access).
How to enable a Focused User?
Once the beta access has been enabled on your account, if you’re the account’s owner / administrator, go to your User Profile (top right-hand corner) – Users and Billing – Users – Add User – Select Focused User from the Access dropdown.
It’s that easy! You can now enjoy the benefits of a more streamlined and focused team.
Please note: Focused User will be released as part of a premium pricing plan in the near future.
Want a sneak peek? We’ve opened a beta test group, so you can try this feature out now.
If you’d like to join the Beta group, just drop us an email to firstname.lastname@example.org.
Keep the feedback coming!