Introduction to Manager's View 0:04
This video demonstrates how to set up a manager's view within conversations.
The manager's view allows managers to see all conversations in the system.
2. Accessing User Settings 0:13
Navigate to the RPS menu.
Scroll down to the bottom and select 'Users'.
3. Selecting the User for Manager's View 0:38
Find the user who will have the manager's view by entering their name.
Click on their profile to open it.
4. Adjusting Permissions 0:58
In the user's profile, locate the 'Permissions' section.
Check the box for 'Conversations, Manager's View' to grant access.
5. Saving Changes 1:27
After adjusting the permissions, click the 'Save' button to apply changes.
6. Accessing Conversations as a Manager 1:49
Return to the Conversations section from the RPS screen.
You will now see all conversations listed in the conversation box.
7. Using the Quick Pop-Up Button 2:11
If using the quick pop-up button, enable it to view all conversations there as well.
8. Benefits of Manager's View 2:21
Managers can monitor how salespeople communicate with customers.
Identify areas for improvement and provide necessary training.
Address any issues based on the conversations observed.
9. Conclusion 2:43
The manager's view is a valuable tool for overseeing customer interactions.
Thank you for watching!