Manage Your Regions

In Freedom Forever Lightspeed Portal

Co-regionals Multiple Regional managers can now be assigned to a Region using the Co-Regional feature within the Manage Dealer tool!   Assigning Co-Regionals to a Region will give those users the same visibility, permissions and notifications as the Primary Regional.

Support Contacts For Dealers with project support teams, the new Support Contacts feature allows you to attach users with the Sales Support Admin role to Regions, Teams, or Users. Users assigned as a Support Contact will 1.) see all the projects, leads and tickets assigned to the Region(s), Team(s) or User(s) to which they are assigned, 2.) receive notifications on those projects, and 3.) have edit access to be able to view proposals, resolve tickets, create change orders, and take other actions. 

Support Contacts can be attached within both the Manage Dealer tool (if attaching to a Region or Team), or within the Users tool (if attaching to an individual directly). Dealer Administrators, Sales Managers, Regionals and Executives have access to assign Primary Support Contacts to the users that are visible to them. Only users with the Sales Support Admin role will be selectable as Support Contacts.