Sales Access To Marketing Insights And Timeline Interactions

Megan V. WalkerDyn365CE1 year ago7 Views

Often as consultants or administrators, we forget that we have higher levels of access than other users. The same can be said for users who have been given one of the out of the box security roles for Marketing. We just assume others can see the same things we can. There are two areas specifically where a marketer can review marketing interactions on the timeline for a Lead and Contact, and…

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Sales Access To Marketing Insights And Timeline Interactions – Megan V. Walker

Often as consultants or administrators, we forget that we have higher levels of access than other users. The same can be said for users who have been given

Blog Syndicated with Megan V. Walker’s Permission

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