Sirena allows you to create groups to organize and structure your business. Each group can also have sub-groups, creating a leveled tree.

Each Sirena user belongs to a certain group. The level of the group they belong to and their role within it determine what they can do and what prospects they can access.

Group Hierarchy

In this example diagram we'll define the nomenclature generally used to describe the hierarchical relationship among groups. 

 

User Roles

Agents

Agents can:

  • Claim unassigned prospects that arrive at their group or ancestor groups.
  • List, view, edit, and interact with prospects assigned to them.

Dashboards Administrators

Dashboards Administrators can:

  • List, view, and claim unassigned prospects that arrive at their group, ancestor groups, or descendant groups. Transferring unassigned prospects implies implicitly claiming the prospect.
  • List, view, edit, and interact with prospects assigned to agents belonging to their group, and ancestor groups
  • List, view, edit, and interact with prospects assigned to them. 
  • Manage integrations with leads channels

User Administrators
User Administrators have the same abilities as Dashboards Administrators, and additionally can manage users, groups, and access the account's billing profile.

To create groups, you have to contact us at soporte@sirena.app
Nevertheless, this request is exclusively available to Pro plans

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