Users & Permissions
Every person on your team has a role to play. Maintain complete oversight by managing user access, defining roles, structuring teams and assigning territories with Twozo.
Manage Everyone on Your Team
Add and manage your entire team from one place. For every user, you can assign roles and a reporting manager, set permissions, track login status, and reach out to them directly via email.
Set the rules once. Let everyone work freely.
Define what each type of user can see and do across the CRM. Create custom roles like Account Admin, Manager, or Sales Representative, and assign them to the right people instantly.
Build the team. Define the structure. Win together.
Bring together sales reps, account executives, and managers into focused groups. Teams make it easy to share views, assign territories, and keep collaboration structured.
The right rep for the right region, every time.
Segment your customers and prospects into meaningful regions or groups. Allocate leads, contacts, and opportunities to the right reps or teams, so every account has a clear owner.
