Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SugarCRM or SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.
#31 - Assign multiple users to a record
I have members of different sales team working the same account. Now I need a sales rep from team 1 to be able to search for and view his customers and a rep from team 2 to se hers, where some of those account is the same ones.
I guess I need the possibility to assign multiple users to the same account, or is there a better way?
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With Survey Rocket, a SugarCRM survey plugin, you can build surveys that trigger automatically to get real-time feedback from customers. It gives custom survey templates, online polls and more. Moreover, you can use the CRM data using inward and outward piping mechanism.