Leads Management

Mr.Anderson Member Posts: 1
edited February 28 in Sales CRM #1

Hi, would like to manage leads at our accounts, we have 5 comercials (5 different acces) and i would li ke to share leads internally with each comercial and manage it making the follow up.



  • Reeve Lui
    Reeve Lui Member Posts: 53
    First Answer 5 Likes Name Dropper First Comment

    Mr Anderson,

    I'd like to inform you that you have the capability to control access to your commercial by providing different levels of access for your team members. This ensures that each team member can focus on their own leads without the ability to share or access records beyond their scope.

    Additionally, we are more than willing to assist you in setting up various automations and reminders for your commercial team, enhancing your sales activities and overall efficiency.

    Should you have any further questions or if there's anything else you need assistance with, feel free to reach out. We're here to help!