Organize teams in the platform
In this course, you will learn how Vendasta helps your team work more efficiently and demonstrate how easy it is to get set up and ready to sell.
Whether it's your sales team tracking leads, your marketing team sending campaigns, or your strategists tracking projects—the Vendasta platform has you covered. All the centers work together so your team always knows what is going on.
- How Partner Center serves key decision-makers and what Admins can do
- How CRM serves salespeople and what they can access
- How to add your team to the platform
The Vendasta platform will help you organize and streamline processes so you can understand every facet from set-up to full scale.
Partner Center Admins access the platform via partners.vendasta.com. It's best practice to add all your agency's key decision-makers, managers, and fulfillment team as Admins in Partner Center.
There are controls to grant or restrict access. You can restrict Admins from certain actions: creating additional Admins, accessing billing reports, customizing the platform, customizing the marketplace, and managing salespeople.
What can a Partner Center user do?
| Action | Description |
|---|---|
| Create and upload accounts | Add customer accounts |
| Activate products | Order and activate products for clients |
| Set up users | Add users to accounts |
| Manage lists | Organize contacts and segments |
| Set up a public-facing store | Configure your storefront |
| View billing reports | Access financial data |
| Update billing information | Manage payment details |
| Manage brands | Configure brand settings |
| Create marketing campaigns | Launch email and other campaigns |
| Configure Snapshot Widgets | Set up prospecting tools |
| Approve orders | Review and approve sales orders |
| Manage salespeople | Add and configure CRM users |
| Create sales teams | Organize sales structure |
| Manage Task Manager users | Assign fulfillment |
| Customize branding | White-label the platform |
Salespeople are the primary representatives your clients will communicate with. The CRM interface gives salespeople access to functionality for direct client communication—but they cannot alter the way the platform functions.
What can a CRM user do?
- Add prospects
- Manage assigned accounts
- Create, refresh, and configure Snapshot Reports
- Launch email campaigns
- Log calls, emails, meetings, and other sales activity
- Create opportunities
- Submit orders
- Add account notes
- Store contact information
- View their sales pipeline
- Access valuable training resources
Add your admin, salespeople, and digital agents to your platform. See the course materials for the step-by-step video walkthrough.
Some platform actions may be limited based on subscription tiers.
You add your agency owner and operations manager as Partner Center Admins—they have full access. You add three sales reps as CRM users—they can add prospects, run Snapshot Reports, create opportunities, and submit orders, but can't change billing or platform settings. You restrict one Admin from creating additional Admins. Your team is organized and ready to sell.
Key Resources
Knowledge Check
Knowledge Check
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You now know how to organize your team inside the platform! Add your admins, salespeople, and digital agents to get ready to sell. 🙌