- This topic has 7 replies, 2 voices, and was last updated 7 years, 6 months ago by
.
-
Posts
-
-
-
@vivmajor,
Actually, I am a little bit confused by your question. So it would be great if you can elaborate your question a bit more.
BTW let me inform you that, you can monitor all the emails sent to and received from the contacts of a company by using a separate CRM agent.Thank you 🙂
-
1. Ok so let me elaborate:
Contacts of a company ABC – Mr A ,Ms B & Mr C
Users of CRM – User1, User2, User3
Each of the user should be able to see all the emails sent to Mr A ,Ms B & Mr C from User1, User2, User3
Also, Each of the user should be able to see all the emails sent by Mr A ,Ms B & Mr C to any of User1, User2, User3
Hope it helps!
2. I could not follow “using a separate CRM agent.”Thanks!
-
@vivmajor,
Yeah, great example. It really helped me to understand.
You can easily achieve this by making all of the User1, User2, User3 as “CRM Manager”Thanks 🙂
-
-
@vivmajor,
Actually, lists of emails are visible in the contact’s profile page right now.Thanks 🙂
-
-
@vivmajor,
No, if you have logged in as a CRM Manager you should see CRM in the menu bar like this screenshot: http://prntscr.com/f8pu9qThanks 🙂
-
- The forum ‘General’ is closed to new topics and replies.
