Admin
Maintains organization settings, access and cross-team records.
Can
- Manage Organizations, team members, Subscribers, Contracts, curation cycles, meal orders, fulfillment events, Invoices
- View review decisions
- Subscription Boxes CRM
- Roles and permissions
Who can do what in Subscription Boxes CRM
Give account, cycle, approval, delivery and billing work clear owners.
Who can do what
| Role | Subscriber Accounts | Sales Follow-up | Subscription Contracts | Curation Cycles | Subscriber Orders | Fulfillment | Billing and Returns |
|---|---|---|---|---|---|---|---|
| Admin | Edit | — | Edit | Edit | Edit | Edit | Edit |
| Sales Rep | Edit | Edit | Edit | View | View | — | — |
| Sales Manager | View | Edit | View | View | Approve | — | — |
| Subscription Manager | View | — | Edit | Edit | View | View | View |
| Fulfillment Lead | View | — | — | View | View | Edit | Edit |
| Finance Clerk | View | — | View | Edit | View | View | Edit |
Each role in detail
Sales Rep
Owns subscriber relationships, contacts and active sales work.
Can
- Manage Leads, Opportunities, Activities, Subscribers, contact persons, Quotes
- View Contracts, curation cycles, meal orders
Starts on: Leads to Contact
Sales Manager
Reviews commercial decisions and submitted subscriber orders.
Can
- Manage Opportunities, Quotes
- View Subscribers, Contracts, curation cycles, meal orders, review decisions
Reviews and approves
- Approve meal orders
Starts on: Orders Awaiting Review
Subscription Manager
Maintains subscription terms and the recurring cycle schedule.
Can
- Manage Contracts, contract items, curation cycles
- View Subscribers, meal orders, meal lines, Invoices
Starts on: Curation Calendar
Fulfillment Lead
Coordinates packing, shipment evidence and returned items.
Can
- Manage fulfillment events, customer returns
- View meal orders, meal lines, Subscribers, Warehouses
Starts on: Curation Calendar
Finance Clerk
Follows issued invoices and subscriber settlement.
Can
- Manage Invoices, invoice items, payment evidence
- View Subscribers, Contracts, curation cycles, meal orders, customer returns
Starts on: Open Subscriber Invoices
Set up Subscription Boxes CRM your way.
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