Observer - view-only access

Actions possible in an Observer role

If you're looking to just monitor the activities of your team in Klenty and not send out any emails, then you can opt for an Observer seat/ role. It's priced at $10/ month.

You can reach out to your account manager or drop us a line through live chat if you'd want to set up an Observer account.

What are the actions possible in an Observer role?

  • Create and delete cadences

  • Setup playbooks

  • Import prospects

  • Add/ remove tags

  • Add/ remove team members

  • Monitor the emails, calls, tasks, and reports of other users

  • Link and rent numbers

  • Export reports

  • Stop prospects from cadence

  • Create lists

Actions that can not be performed by an Observer:

Prospects:

  • Delete, export, assigning prospects to other users

  • Adding prospects to list

  • Deleting lists

  • Set up auto-import

Cadences:

  • Add prospects to cadence

  • Edit and publish changes

  • Preview and start cadence

  • Resume cadence

  • Send test emails

  • Change ownership

  • Disable playbooks

  • Archive cadence

Emails:

  • Approve, overrule, retry emails

Calls:

  • Start, delete, schedule, reschedule calls

  • Add call logs

  • Complete calls

  • Export

Tasks:

  • Create, edit, delete, reschedule tasks

Dashboard:

  • Export live feed

  • Cannot start to-do list activities

Settings:

  • Connect and swap email

  • Add/ edit/ delete outcomes

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