DATE:
AUTHOR:
The CoSell Development Team

Aries

DATE:
AUTHOR: The CoSell Development Team

Back-end

  • Added a mapping so that each user's email address is connected to a particular organization. This makes all the partnership invitation flows much more natural and much simpler to maintain.
  • Replaced our original role-based access control scheme with a permission-based scheme. Added three simple permissions: manage org, manage accounts, manage partners.
  • Added the ability to represent Sales Reps in the database, including sales reps who do not have an active user account (have never logged in).
  • Linked Sales Reps to overlaps and accounts, so we can now answer questions like "show me all of Joe's overlaps," or "list all the accounts that Jane owns."

Navigation

  • We spruced up the side nav with the CoSell logo and some icons, and moved the org and account nav into a top navbar.

Screen Shot 2021-06-07 at 2.44.19 PM.png

Get started

  • We updated the wording here so we're not listing out specific step numbers, and added slightly more detailed descriptions of what each section is for.
Screen Shot 2021-06-07 at 2.44.51 PM.png

Accounts

  • Added separate tabs for prospects & customers
  • Updated column names for account CSVs and updated the example CSV to match. (We now ask for the email of the account owner/sales rep instead of their name.)
Screen Shot 2021-06-07 at 2.45.34 PM.png

Partners

  • Made some cosmetic changes to this page, including updating the tab and button styles.
Screen Shot 2021-06-07 at 2.46.20 PM.png

Overlaps

  • We updated the overlap page to include a mailto link if there's a sales rep email
Screen Shot 2021-06-07 at 2.47.28 PM.png

Team

  • There is now a difference between paid & unpaid orgs, and unpaid orgs invite team members via a custom link. Anyone with an email @ the unpaid org's domain may join the org.
  • We display a list of permissions for each team member, rather than a specific role. For unpaid orgs, new team members are granted all permissions by default.
Screen Shot 2021-06-07 at 2.50.20 PM.png

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