Use of FluentCRM with a sales team
Hello !
Here is a user case that, maybe, others here have...
We have a client who has a team of sales people and also setters and closers.
Each sales people has its own region in the country.
Now, if we give access to the CRM to the sales people, they will see all the contacts...
Is there a way to limit their access to their defined contacts only ?
If not, Shahjahan Jewel , this seems to me one important thing if we want to push FluentCRM as a real CRM...
Am I the only one to need this ?
Another thing : being able to select other sales steps then "Prospect" or "client" in the list...(would be nice to be able to add some sales steps in there).
All the best to all of you !
Not sure if this helps or not, Ive set up a small sales team with Fluent Boards. On their front end they only see Fluent Boards not the crm or the back end at all. Ive set up meta adverts to come into a Fluent Board Sales Pipline. I think I could probably set up an automation that every old contact with "region X" in the CRM gets sent into a fluent board for "region X" with automation. (please correct me if this cant be done) You could assign each region a board etc. would this sort your user case?