Who sees what: owner, office, field · Guides

You choose a role for each person. The role decides what they see and what they can do with leads.

	Owner	Office	Field
See leads	All	All	Only the ones assigned to them
Add a lead by hand	Yes	Yes	No
Change a lead's details	Yes	Yes	No
Give a lead to someone	Yes	Yes	No
Move a lead between stages	Yes	Yes	Their own
Write notes, write down a call	Yes	Yes	On their own leads
See what a job is worth	Yes	Yes	No
Set reminders	For anyone	For anyone	For themselves
Archive, move to trash, restore	Yes	Yes	No
Change the stages	Yes	No	No
Show or remove sample leads	Yes	No	No
The team and the business settings	Yes	No	No

Give a lead to someone in the field

Take it back the same way: choose someone else, or Nobody yet. It leaves their list at once.

Owners and office staff read every conversation, reply, check for new mail, and add an address to the do-not-contact list.
Quotes: owners and office staff write and send them and keep the price book. Field staff see that a quote exists on a lead of theirs, never its lines, prices or total. Only an owner changes the tax rate, the terms and the numbering.
Field staff read the conversation on a lead that is theirs. They cannot send, and they do not see the Inbox of other leads or the do-not-contact list.
Field staff never see the message that carried a quote, and no message holds a quote's link. A quote's link opens its prices, so VOBIX does not keep it anywhere a person can read.
Only an owner connects the mailbox, or takes an address off the do-not-contact list.

Field staff cannot open a lead that is not theirs, even with its address. VOBIX answers "not found".
Each person's notifications, reminders and drafts are their own. Field staff see only their own reminders.
Changing someone's role is done by removing them and inviting them again with the new role.