I am looking for a crm system for my organization, and Copper looks promising.
I work within a business that sells services in different segments that target different kinds of clients. Hence have different sales people dedicated to the different segments.
I’m wondering if there is a way to manage access and visibility regarding leads and pipe-lines so that different parts of the working teams in the organisation does not interfere with the other team? For example the sales team working on B2B only sees B2B while the B2C can focus on B2C.
By having all the information available for everyone would get messy quite quickly, I’m trying to figure out a way to keep things ordered between the different teams.
I have looked accross the internet and not really gotten my question answeded, thank you!
Best answer by Michelle from CopperView original