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SalesReady includes the following Permission Sets:
- SalesReady Admin
- This permission set allows a user to access the SalesReady Configuration and SalesReady Template Builder tabs.
- These tabs are important for setting up and configuring the app for regular users.
- SalesReady User
- This permission set allows a user to access the quote builder component.
- This permission set allows a user to send quotes through the SalesReady platform, if that setting is enabled by the admin(s).
- SalesReady Approver
- This will be used for future SalesReady functionality.