Overview

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   User Setup

User Permissions

UFollowUp can easily be configured so that your different users can all have a personalized interface that includes ‘permissions’ specifically suited for them.  For instance, you may only want some users to be able to enter and update prospects, but not be able to create or send emails.  You can also partition your database so that individuals have access to only certain prospects within the database.  So, every user can have a permission set unique to them.  This can help your organization control emails that are sent out, limit database access and much more.  And these permissions can be changed at any time, and as you add new users you can customize their experience.