If I am a seller, can I activate Manager mode independently?
No, you can’t. To become a manager you have to contact your Administrator who will set you as a manager according to your business policy.
Archives: faqs-web
App web faqs
I am a manager, can I edit a quote made by a seller of my team?
Yes, you can if the quote is draft, you can edit it applying special discount outlined only for you. To do so, switch to Manager mode and open the quote within the Quote list or within the Portfolio list by clicking on the one you want in the Last...
As a manager what data can I see more than a seller?
As a manager, you can have an overview of your team’s activities, that is, all the people of which you are directly responsible for and the related subordinates. So you will see the trend of their performances in the dashboard, the quotes they have...
What I do if someone has stolen my device or if I lost it?
Contact your Administrator and request that the device be placed in a blacklist. In this way you can keep safe your data and your business one.
How many devices can I use with my account?
The number of devices depends on the license agreement. Contact your Administrator for details.
Can I reset my devices’ list?
To reset the list of paired devices to your account contact your Administrator.
After how many attempts does a device automatically enter blacklist?
If you enter for thirty times username and/or password incorrect, the device is placed on blacklist. For security reason, after the first fifteen attempts you prompted to wait five minutes before you try again to login.
If I logout, can I be sure that company’s data and my customer’s ones are safe?
Yes, you can be. In fact logging out (that is available under the profile icon on the toolbar) the system will store only your username, even if on the login page you have flagged the “keep me signed in” option.
