Seniority Level

Seniority Level

Introduction

The Seniority Level Master in ROCKEYE CRM is used to define and manage different levels of hierarchy within an organization, such as Entry Level, Mid-Level, Senior, Lead, Supervisor, Manager etc.

It helps classify users or contacts based on their position and decision-making authority, enabling better lead qualification, communication targeting, and reporting. By identifying seniority levels, businesses can focus on key decision-makers and improve engagement strategies.

How To Navigate

1. Click on the Master icon in the top navigation bar.
2. From the dropdown menu, select Seniority Level.

How To Add Seniority Level

Click the Add Seniority Level button on the listing page.

• Seniority Level: Enter the name for the new level (e.g., Supervisor, Director, VP). This field is mandatory.
• Add New Button: After entering one level, you can click this button to save it and immediately add another without closing the window.
• Bulk Import:
  • Drag file or choose file to upload: Use this option to upload a .csv or .xlsx file containing a list of seniority levels.
  • Import Requirements:
    • Accepted formats: .csv or .xlsx
    • Maximum file size: 100 MB
    • Maximum rows: 50,000
    • Column Titles: The first row of your file must contain column titles, and there should be no duplicate titles.

• Action Buttons:
  • Save: Commits the new seniority level(s) to the system.
  • Discard: Cancels the operation and closes the window without saving any changes.

 Editing an Existing Seniority Level

• Click on the Seniority Level name in the list. A summary panel will slide out from the right.
• Summary Panel Details: This panel displays the key information for the selected level:
  • Seniority Level: The name of the level.
  • Aliases: Any alternative names associated with this level (currently shows - if none are set).
  • Status: The current active/inactive status.
• Editing a Seniority Level:
  • Click the Edit button at the bottom of the summary panel.
  • This will open the "Update Seniority Level" form, pre-filled with the current data.
  • You can modify the Seniority Level name, add Aliases (alternative names for searching/matching), and change the Status.
  • Click the Update button to save your changes. Use the Discard button to cancel.

Listing

The listing page provides a clear table of all configured seniority levels.

• View all available seniority categories and their details.
• Table Columns:
  • Seniority Level: The name of the level (e.g., Entry Level, Mid-Level, Manager).
  • Created At / Updated At: Timestamps indicating when the record was created and last modified.
  • Status: Shows whether the seniority level is Active or Inactive. Inactive levels are typically hidden from selection lists.
• List Actions Toolbar: The toolbar above the list provides several utilities:
• Add Seniority Level: Create new seniority levels manually or via bulk import.
• Other Icons: Provide functions like refresh, delete, download, filter, and view options.