Understanding the Sales Representative Role-based Profile
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Aptify includes several pre-defined role-based profiles that can simplify a particular type of user's interaction with the system. Aptify has designed one of these profiles based on the typical requirements of an organization's Sales Representative. This profile provides easy access to the information and functions within Aptify commonly accessed by an individual who is responsible for generating and processing sales opportunities.
A role-based profile is intended as a starting point for a particular type of Aptify user. As applicable, an administrator can leverage the profiles provided by Aptify to create new profiles specific to an organization. Also, once an end user's Aptify profile has been created, he or she can modify the profile as needed to personalize the Aptify user experience.
See Using Role-based Profiles for more information on role-based profiles
The topic describes the design and layout of the Sales Representative profile included with Aptify. It covers the following sub-topics:
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