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You can share customer and their all sale records with selected sales persons.
Customer Access Management For Sales Persons.
In all big organizations number of total customers are very high and we can not share all customers with all sales persons. Specially in case of new sales person we want to give access of selected customers only. In default AlmightyCS it is not possible to share selected customers so we have added this module to fulfill requirement.
You can share customer and their all sale records with selected sales persons.
--> If there is no sales person on customer that customer will be shared with all sale persons.
--> This rules will be applicable on sale persons having "See own documents only" access.
--> Rules will be applicable for customers only.
--> Sale person and additional sales persons will have access to customer and customer's all sale orders.
--> By having access to all previous sale orders of particular customer they can provide peroper service and support to customer.
Other Configuration
To use this module no technical knowledge is required. Just install module and functionality is ready to use. For more customization and help contactus.
Specifications for " Customer and Related Sales Records Access Management "
Customer Access Management For Sales Persons. Share all sale records of particular customer with selected sales persons
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