If you have a salesperson who you do not want to give access to your complete list of clients you can easily restrict his or her access.
This is a two-step process; putting the restriction on the user and then setting the user as the account manager for the client.
Restricting the User
- Click on the cog at the top-right
- Select 'Manage User Accounts'
- Edit the user
- Tick 'Only Access Account Managed Clients'
- Save the changes
Selecting Clients the User can View
A user with the above restriction can only access customers where he or she has been set as the Account Manager. To do this:
- Select 'CRM'
- Select Companies
- Edit a client
- Select the user from the 'Account Manager' drop down
- Save the changes