Admin

Users

Add users and they will email. You will select a role for them. Please note that a user can have multiple roles.

• Lead Generator – person providing the leads in VenBoss

• Outbound Sales – person doing outbound calls / emails

• Analyst – after the account is Won and Outbound Sales posts files the Analyst then works on them

• Buyer / Manager – after the Analyst is done with files and uploads them the Buyer/Manager then makes decision whether to order or not

When you add a user, they will get an email with the Subject Line – Your Temporary Password and the message in the email will look like this:

Categories

If you want to create categories for filtering on the main page, you can do it in this section using the Add button in the upper right.