Zoho...CRM and Books organizational hierarchy.

I need to focus on the organizational hierarchy. Account Managers should only see and have access to their leads, contacts, accounts, and deals. In Books, they should only see sales orders and invoices of their accounts. As for Regional Managers, they should only see the information of the Account Managers directly below them. In Books, they should only see invoices and sales orders of the Account Managers below them also. Currently, a regional manager can see all the information from all the Account Managers. Also, in Books, the Regional Manager sees all transactions, including Purchase Orders and Item costs.....I don't want them to see any of that information as it is only for the Administrators to see.

Квалификация: CRM, Excel, PHP, Salesforce.com, Zoho

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( 13 отзыв(-а, -ов) ) WESTMINSTER, United States

ID проекта: #16768643



Hi Sir, How are you? Hope you will be fine and enjoying good health. I have got invitation now and applying. Kindly approve the bid and deposit milestone payment. Thank you Shehbaz H.

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Hi There, Thanks for your valuable time. :-) Please check below points : 1. I need to focus on the organizational hierarchy. Account Managers should only see and have access to their leads, contacts, accounts, Больше

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Hi, We are going through the details of your requirement of your CRM, As you mentioned like accounted, regional manager sales team should have access of their concerned details only and admin should have all the de Больше

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Hello Our team can develop a hierarchy access permission in you crm system. We have customized a crm system for our needs and we have similiar hierarchy: system admins have access to the majority queues, devel Больше

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Hi, This is saleem Shahid. I a professional accountant working in the field for last 12 years. I am an associate member of a professional accounting body PIPFA (Pakistan Institute of Public Finance Accountants) and q Больше

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