Staff Roles on WhatsApp CRM: Assign Leads Without Sharing Passwords

The agency problem

Sharing one client login with five salespeople is a security nightmare. WhatsInfinity staff roles let each person see only assigned leads, add notes, and move pipeline stages — without access to WhatsApp tokens or plan billing.

Staff can sign in with Google for faster onboarding. Activity attribution shows who moved a deal and when — critical when commissions are on the line.