I would like to specify the types of things to share on Shared Accounts
Sometimes I just want to share Notes or Contacts between salespeople and not necessarily the whole account. In those cases, it would be nice if I could specify who gets what aspects of an account.
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We have achieved this with a new role that allows you to share things like contacts, notea activities, and other CRM things while only giving read only access to financial data which ensures deals and budgets remain untouched!
Please let us know your specific scenarios and we’ll work with you in order to configure Matrix to better suit your needs.