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Denis Kiselev2018-02-05 22:28:17
CRM
Denis Kiselev, 2018-02-05 22:28:17

CRM and isolated requests between managers?

Greetings. I have never dealt with CRM and I don't quite understand the intricacies. Tell me if there is a CRM where applications are distributed either automatically or by the administrator between managers. At the same time, managers should not see applications that are not addressed to them. What ready-made solutions exist?

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2 answer(s)
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LeaderMaximum, 2018-02-23
@kiselev-webmaster

The distribution of applications is a loose concept. In fact, these are Leads - a certain set of data with a request for services and goods.
By phone, Leads are usually distributed by a dedicated employee, and if there is none, a lottery with the distribution of calls with unknown numbers.
The restriction on viewing Leads, Clients, Contacts, Deals is configured in the Access Rights, for example: the head of the sales department - sees everything, the administrator - has access to editing, deleting duplicates, etc., managers - access to viewing and editing only their own information.
It is also necessary to disable the export of Leads, Clients, Contacts, Deals, etc., so that employees cannot leak information.

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Dimonchik, 2018-02-05
@dimonchik2013

any CRM such, the usual security condition

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