Tag: lead field editing

Top 22 Features For 2022
Featured Article Top 22 IRIS CRM Features For 2022

As your company starts 2022 with fresh energy and a strategic plan for how to achieve the year’s goals, it’s important to choose the right tools to succeed. IRIS CRM is the payment industry’s leading, all-in-one CRM solution with features to manage and automate your workflows from initial lead capture all the way through merchant […]

New Feature: Lock Lead Field Editing Permissions By Lead Status New Feature: Lock Lead Field Editing Permissions By Lead Status
Read MoreNew Feature: Lock Lead Field Editing Permissions By Lead Status

IRIS CRM is excited to announce a new feature, Lead Field Editing Permissions Based on Lead Status! Clients have long been able to segment users into user classes to restrict access to leads, merchants, and more, but this still allowed the users to make changes to a lead at any stage of the deal cycle. […]

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