The Sales role, dual roles, and the shared Inbox
Give someone working leads and bookings a seat of their own — without handing them your login or your dollar figures.
Sales is a team role built for someone who works leads and bookings but shouldn't have full admin access — a booking agent, a front-desk hire, a seasonal salesperson.
What Sales can see and do
- Leads, clients, bookings, hunt types, areas, seasons, Draws, the calendar, and Availability — the working surfaces, not account settings or billing.
- The Broadcast page and Inbox, for messaging leads and clients.
Sales never sees dollar figures. Activity that mentions money — a payment logged, an invoice sent, an add-on billed — shows to Sales with the amount hidden, so they can see that something happened without seeing what it cost.
Dual roles
A team member isn't locked to one role. Toggle "Also a salesperson" or "Also a cook" on anyone's profile to add that access on top of their primary role — a guide who also handles sales calls, or an admin who also cooks camp meals.
Shared Inbox
Inbox is a shared view of lead and client replies, so a message doesn't get missed because it landed in one person's head instead of a shared queue. It's currently in Beta.
The Sales role is on the Business and Elite plans. Inbox is available on every plan.