Photographer
Owns inquiries, opportunities, activities and customer conversations through a booking.
Can
- Manage Inquiries, booking opportunities, Activities
- View Clients, client contacts, Quotes, Bookings
Starts on: Qualified Inquiries
- Photography CRM
- Roles and permissions
Who can do what in Photography CRM
Who owns customer work and who makes the approval decisions.
Who can do what
| Role | Inquiries | Clients and Contacts | Booking Pipeline | Activities | Quotes | Bookings |
|---|---|---|---|---|---|---|
| Photographer | Edit | View | Edit | Edit | View | View |
| Sales Coordinator | Edit | Edit | Edit | Edit | Edit | View |
| Studio Manager | View | View | Edit | View | Approve | Approve |
| Finance Manager | — | View | — | — | View | Edit |
| Admin | View | View | — | — | Edit | View |
Each role in detail
Sales Coordinator
Maintains customer identity, contacts, follow-up and the priced offer queue.
Can
- Manage Clients, client contacts, Activities, Quotes, quote items
- View Inquiries, booking opportunities, Bookings
Starts on: New Inquiries
Studio Manager
Reviews priced offers and booking orders before the studio commits.
Can
- Manage booking opportunities, Bookings
- View Inquiries, Clients, Quotes, Activities
Reviews and approves
- Approve Quotes, Bookings
Starts on: Qualified Inquiries
Finance Manager
Checks approved order value, invoice state and customer balances.
Can
- Manage Invoices
- View Clients, Bookings, Quotes, Approvals
Admin
Maintains users, product and price setup, and access to the operating records.
Can
- Manage Users, team members, Products, price books, price book entries
- View Inquiries, Clients, Bookings, Quotes
Set up Photography CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.