Tip #97: CRM Administrators Don’t Take this Shortcut

Okay, I understand, we are all busy and have more to do than time to do it. As CRM Administrators we can often spend most of our day reacting to requests with little time to actually plan our response.

Here is the typical scenario – The marketing manager calls you and lets you know that a new advertisement just appeared in the national trade publication. New inquiries are coming in right now and the ‘How did you hear about us?’ option set list doesn’t include this new marketing source. You are already backed up on other issues and don’t have a minute to spare to go into CRM and update the field. So what is the most expedient thing to do so the marketing managers’ VP doesn’t call your VP who calls you? You guessed it – assign the System Customizer role to the Marketing Manager or worse yet assign the System Administrator role so the manager can do it. Now you can get back to what you were working on.


Training is required for the System Admin or Customizer Role – they have extensive rights which can create significant Human Induced Catastrophe!

Any user that gets these roles must go through proper training first.

CRM System Admin

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