• CRM in Teamrooms

    By Steve Macca 1 decade ago

    Is it possible to have CRM in Teamrooms where only the team rooms see the companies and contacts in the CRM (like all other teamroom content).

     

    This would allow the CRM to be more specific to teams (and the teams functions) and easier for the teams to keep tabs on their outside contacts.

     

    Also to be able to make the company entry and all its contacts Public, like other content can be made public, would put the CRM company and contacts within the piblic CRM as well as stay in the teamroom CRM.

    • changed wording of request

      By Steve Macca 1 decade ago

      When I say make public, I probably mean make available to all (as in main CRM) and leave a copy of the company in the team room CRM as well.