A structured sales process also requires clear ownership and access control. In this step, you define who can view, create, and manage sales opportunities, quotations, and related information. By setting up roles and permissions correctly, you ensure collaboration stays efficient while sensitive data remains protected.
Things looking a little different? We're rolling out a new interface, and your account may already have it! If the steps here don't match what you're seeing, head over to How Do I Use the Tribe's New Layout - Tabbed UI? for the updated version of this guide.
1. Define sales roles and permissions
In this step, you configure sales roles inside Tribe and assign the appropriate permissions. This determines who can see and manage opportunities, quotations, and related sales data.
Quick Summary
Take a moment to review your current role structure. Decide which permissions belong in your basic role and which should be added as a topping for specific users. Setting this up carefully now prevents confusion later and keeps your sales process manageable as your team grows.