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Lead management privileges

Privileges and privilege groups are used to provide and restrict access to specific functionality across NexJ Customer Relationship Management. Use NexJ Admin Console to assign the following privileges to users.

A privilege is a property that allows a user to use or access a specific feature in NexJ CRM, NexJ Admin Console, or NexJ System Admin Console, such as adding a new contact. A privilege group is a group of users who have the same privileges. A user may belong to several privilege groups.

For more information about privileges, see Configuring privilege groups.

Lead management privileges

ilm:AdminLeadBulkDelete
Allows the user to bulk delete leads.

ilm:CallScriptManage
Allows the user to create, update, and delete call scripts.

ilm:CallScriptTemplateCreate
Allows the user to create call script templates.

ilm:CallScriptTemplateDelete
Allows the user to delete call script templates.

ilm:CallScriptTemplateUpdate
Allows the user to update call script templates.

ilm:CallScriptTemplateView
Allows the user to view call script templates.

ilm:CallScriptView
Allows the user to view call scripts.

ilm:EnableAdminLeadManagement
Allows the user to perform administrative tasks in the Lead Management tab on the Customize workspace.

ilm:EnableIntegratedLeadManagement
Enables all lead management features in the application, which include:

  • Adding new leads
  • Importing leads
  • Enabling the Leads subtab on the Journal tab on the Contact workspace

ilm:LeadAllView
Allows the user to view all leads.

ilm:LeadCreate
Allows the user to create leads.

ilm:LeadDelete
Allows the user to delete leads.

ilm:LeadDistributionManage
Allows the user to distribute leads.

ilm:LeadExport
Allows the user to export leads.

ilm:LeadManage
Allows the user to manage leads.

ilm:LeadView
Allows the user to view the leads that the user has access to.

Lead management privilege groups

gLeadAdmin
A privilege group assigned to lead administrators that provides the ability to administer call scripts, batch delete leads, view all leads, and export leads.

  • flow:gFlowGeneralAdmin
  • ilm:AdminLeadBulkDelete
  • ilm:gLeadManager
  • ilm:LeadAllView
  • ilm:LeadExport

gLeadManager
A privilege group required for management-level lead functionality.

  • flow:gFlowTemplateGeneralManage
  • ilm:CallScriptTemplateCreate
  • ilm:CallScriptTemplateDelete
  • ilm:CallScriptTemplateUpdate
  • ilm:EnableAdminLeadManagement
  • ilm:gLeadUser
  • ilm:LeadDistributionManage
  • ilm:LeadExport
  • RuleSetManage
  • rules:gLeadRuleAdmin

gLeadUser
A privilege group required for basic lead management functionality.

  • ilm:CallScriptManage
  • ilm:CallScriptTemplateView
  • ilm:CallScriptView
  • ilm:EnableIntegratedLeadManagement
  • ilm:LeadCreate
  • ilm:LeadDelete
  • ilm:LeadManage
  • ilm:LeadView
  • WorkQueueManage