User roles

Rizer CRM manages 13 different user roles. Each user roles has a specific set of responsibilities inside the system. For every role there is a dashboard measuring the performance of their activities, both at an individual level and also from a manager’s perspective.  Lead sales roles Lead finder rep Led finder reps are responsible for … Understand User Roles in Rizer CRM

Rizer CRM is designed to support a high velocity sales model. This model involves multiple roles working together to quickly move leads through the sales pipeline. Rizer CRM allows for efficient collaboration and handoffs between these roles. One person can have all the user roles in Rizer CRM. This can work for small teams or … Rizer CRM User Roles for High Velocity Sales