Leads visibility for construction industry
SITUATION: We manufacture products for the commercial construction industry. We have a team of architectural managers who work with architects and designers (A&Ds) to help get our products specified in projects. And we have a separate team of sales reps who sell our products to the installers/subcontractors who manage the product installation.
PROBLEM: Currently, project leads are attached to the A&D firms that are behind each project. BOTH our architectural managers and sales reps need to be able to view and collaborate on the project leads - reviewing info and tagging each other in notes on the lead. But currently, this is not possible UNLESS everyone can view all the details of the lead, linked organization, and linked person on the lead. So, we have to set the A&D firms as "visible to everyone" so that the leads. This results in many contacts showing up on sales reps' maps and list that they don't need to see.
SOLUTION: It would be nice if we could instead set the contacts to only be visible to each owner, BUT still show the name and who the owner of each contact is on leads. This would keep A&D firms invisible on maps and list views for sales reps, AND would simply show the name (without being clickable) on leads, so they know what A&D firm is behind the project and can communicate accordingly with the architectural manager responsible for them at our company.
EVEN BETTER: It would be cool if there were a way that we could assign multiple people to leads and deals - for example an architectural manager who is responsible for the architect follow-up behind each construction project AND a sales rep who is responsible for following up with local subcontractors/installers.