Q: can we do this?
1. Ability to restrict data access and downloads for specific users (leads data from the lists)
2. Notification system to track when data is downloaded
3. Segregation of data access by sales rep, so each rep can only view their own leads/contacts
4. Integration with existing tools like Calendly and ad campaigns to centralize data
5. Detailed tracking of lead sources, payments, and student management
Manny_Blue
Jan 22, 2025A: Hey!
1. You can restrict specific users based on certain lists, and also certain custom fields, or even only on items that they are specifically assigned to.
2. We don't have a notification system for when data is downloaded
3. Yes, we support this via custom user roles
4. We have webhooks out, and API in, and also support Pabbly Connect for data in.
5. You can setup custom dashboards with stat cards, pie charts, and bar charts for real time data across projects and doing calculations on custom fields