Creating Sales Users

Course 6 of 9 in Sales Management Learning Path

This course will break down the sales permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process.

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About this course

This course will break down the sales permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process. 

Curriculum

  • General Security
  • Sales Security
  • Security Policy
  • Copying Permissions & Applying User Roles
  • Knowledge Check (Optional)
  • Creating Sales Users Quiz

About this course

This course will break down the sales permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process. 

Curriculum

  • General Security
  • Sales Security
  • Security Policy
  • Copying Permissions & Applying User Roles
  • Knowledge Check (Optional)
  • Creating Sales Users Quiz