Sales Culture > Customer
Sharing Customer
Posted by i3Teamworks Admin on 25 Jan 2019 2:44pm

In i3TW CRM, each Customer is owned by specific Sales Person. Hence, only owner is accessible / allowed to modify and maintain Customer Information (eg:Contacts, Address), Sales Lead, Activity (Check-In), Proposal related this Customer.

In any case that the same Customer is to be shared among colleagues. you may use "Sharing" function to allow the other Sales Person to access to the same Customer.

You may set to share the Customer in 3 ways

1) Add New Customer (one-by-one)

2) Upload Customer (in batch file)

3) Edit Customer (after you have added to Customer)