Users that are assigned the Representative role have access to the LISA platform's Contact Manager—but not all contacts! They will only see the contacts that have been officially assigned to them.
Useful articles for staff members in this role include:
- Overview of Representative Role
- How to Set an Appointment with a Customer
- Beginner's Guide to Contact Manager
- How to Request a Video Chat with a Customer
- How to Open Visual Quoter
Not sure what the different roles are? Check out our overview of roles in the LISA platform.