Reference
Sales rep access
CRM access for NurtureSite sales staff.
Audience: NurtureSite staff with the sales rep role.
What you can access
- CRM at
/admin/crm— customers, leads, deals, inbox, prospects, campaigns (view/update per permissions) - Agents — view agent dashboards and activity
- Not available — factory Admin deploy UI (
/admin/sites), subscription plan editing, agent sync/approve (admin only)
Step-up for sensitive actions
Replying to certain inbox threads, approving agent tool calls, or exporting contact data may require step-up verification (TOTP if enrolled).
Customers vs prospects
- Customers — paying NurtureSite accounts with deployed sites
- Prospects — discovered businesses; may receive demo sites
Related: Factory admin provisioning (admins only), Getting help.