Governance
Forwarding Digital provides fully customizable profiles and roles, allowing managers to guide their teams to success.
Workflow Governance
Configure built-in safeguards to keep reps on track
Account Throttle
Administrators can configure a throttle around domains to prevent teams from engaging accounts too aggressively.
Sequence Safeguards
Within Rulesets, team leads can ensure that sequences cannot be used more than once per prospect, preventing double-hits.
Ownership Safeguards
Team leads can determine whether users who are not record owners of prospects, are allowed to engage them.
Content Creation
Determine who can create sequences and templates.
User Profiles
Configure the right level of access to features and capabilities based on role and seniority.
Fully Customizable Profiles
Just like CRM, administrators can create profiles based on role based access controls.
Create Multiple Profiles
Forwarding Digital empowers administrators to create and customize as many profiles as needed, and assign them to users.
Sync Roles From CRM
Forwarding Digital allows administrators to build out their role hierarchies and assign users with two clicks, no matter how large the tree.
Team Organization
Establish Relationships For Targeted Reporting
Role Hierarchies
Just like CRM’s role hierarchies, assigning users to the right role enables targeted reporting and governance.
Customizable Teams
When users need to be grouped in customized teams, especially when across role hierarchies, teams can be used for reporting and content sharing.
Enterprise-ready
Whatever the size of your organization, we’ve built Forwarding Digital to handle its unique requirements.