Observer - view-only access

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