Share a little, or share a lot – You decide

Get complete flexibility on exactly what you want to share and with whom.

Emulate your company’s reporting structure directly in your CRM in under 2 minutes without needing to hire another person to do it for you.

Create and assign roles to each salesperson so they only have the access you want them to.

Support staff needs to see the customer data but not the sales commission figures – manage who sees what in 3 clicks.

For each role, easily control what they can do – whether it be editing deals, or viewing someone’s pipeline.

How Role-Based Access affects Sales Forecasting? (Interview with San-Part 6)