Malissa (malissa@shield-legal.com)
2024-07-05 13:32:49

Hi Brian, Patsy was telling me about all the things Copper can do. One of my goals is to improve the sales process and Copper will be a huge tool in that. Would you be able to expand my access a bit so i can see dashboards and reports? I appreciate your help! :)

Brian Hirst (brian@themedialab.agency)
2024-07-05 13:34:38

Let me see if I have those permissions.

👍 Malissa
👍:skin_tone_4: Ryan
Malissa (malissa@shield-legal.com)
2024-07-08 11:19:28

hi! Just checking to see if there's been any luck. Thanks! 🙂

Brian Hirst (brian@themedialab.agency)
2024-07-08 11:23:07

@Ryan the only permission to toggle that I see is "Make admin" should I do that?

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Ryan (ryan@themedialab.agency)
2024-07-08 11:24:44

Yes please

👍 Brian Hirst
Brian Hirst (brian@themedialab.agency)
2024-07-08 11:24:56

@Malissa What part are you blocked out of? I checked this box last week but I'm not seeing too much more access

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Malissa (malissa@shield-legal.com)
2024-07-08 11:25:29

Patsy mentioned there's a report option and a dashboard. I was hoping to get access to those. 🙂

Brian Hirst (brian@themedialab.agency)
2024-07-08 11:27:07

@Malissa Refresh and give it a go 👍

Malissa (malissa@shield-legal.com)
2024-07-08 11:35:37

woohoo!

Malissa (malissa@shield-legal.com)
2024-07-08 11:35:51
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Malissa (malissa@shield-legal.com)
2024-07-08 11:35:52

thank you!

👌 Brian Hirst
👌:skin_tone_4: Ryan