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Set your

company hierarchy

Emulate your company’s reporting structure directly in your CRM in under 2 minutes without needing to hire another person to do it for you.

Who Can See What

Create different roles

Create and assign roles to each salesperson so they only have the access you want them to.

Who Can See What

Easily manage

Who sees What

Support staff needs to see the customer data but not the sales commission figures – manage who sees what in 3 clicks.

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Who Can Edit What

Who Can Do What?

For each role, easily control what they can do – whether it be editing deals, or viewing someone’s pipeline.

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Schedule a free demo from one of our sales experts to see
how UPilot can revolutionize the way you grow your sales.

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