Niveles de cuenta

Created: 4/6/2016 | Updated: 12/1/2021 | Status: Published


5 Account Levels


We have 5 account levels which can be customized by the brand for specific name and features.




Supported Features can be offered to the user per account level.




These features include : 

 

 

It is important to note that any features that are applied to a specific account level will automatically be applied to higher levels.


Related Reports 



1) All Leads : 

   The all leads report can be filtered by account level. 




2) Account Level Requests

   The account level request report shows you all account level requests that have been requested by Users through their platform. This report gives the sales team the opportunity to contact level request users and advance them to their next account level through the appropriate deposit. The account level request report is accessed through "Users"


 



3) Assigning Account Level

   Account level can be assigned to the user directly from the back office. 




 

Best Practice