Qymatix Sales Analytics Software Account Types

There are three types of account types: admin, standard, and basic.

Basic accounts have limited access rights and can only access objects such as sales opportunities, actions and accounts created by themselves. Standard users can create and edit groups, where they can assign access rights. Also, admin users have access to all the information included in the Qymatix account.

Each user can select her Language and avatar image in the settings view.

Groups are groups of users. This feature is useful to organise your sales teams per regions, Key Accounts, or sales departments. It should replicate the sales structure of your organisation.

Special notes

Three important notes. Only Qymatix admin can adjust the user’s list of Industries or branches of her accounts and the user’s currency. Not every Key Account Manager is a user. Only users’ types “admin” can merge Key Account Managers with Qymatix users.

  • This online manual reflects the functionality of Qymatix Predictive Sales SaaS version 0.5.0. Variations may occur with more advanced versions of the tool.
  • Do you have any further questions about Qymatix Predictive Sales Software? We are happy to help!

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