Account Sharing
WHen ae's share accounts, it would be nice to limit which "outlet" each can see/utilize. For example, we have one team that works on the digital part of an account and another ae that handles the broadcast outlet. Each is responsible for forecasting for the same account but different outlets. Too much area for mistakes if they both access all outlets. Is this possible?
Gail
shared this idea
We have achieved this with a new role that allows you to share accounts and interact with everything OR interact with CRM information only while getting read access to financials. This allows you to still see the bigger picture which aids in not only deal creation, but relationship building as well.
Please let us know your specific scenarios and we’ll work with you in order to configure Matrix to better suit your needs.