CRM [英] CRM

问题描述

我遇到分享"潜在客户"的问题我和其他内部销售人员上传到crm。我能做什么。

解决方案

您希望销售团队拥有哪种访问级别？最好的方法是在CRM中创建一个访问团队，将您的团队添加到访问团队（减少记录所有权的管理开销），并与AT共享记录到
提供只读访问权限领先数据。

1）从视图中选择一个或多个潜在客户记录

2）点击功能区中的共享

3）点击添加用户/团队

4）创建新团队和/或添加现有团队以获得CRUD-AAS访问权限

5）您的团队应在他们的潜在客户视图中找到这些共享记录

Nathaniel MacArthur，CRM开发人员

learningtocrm.blogspot.com

I am having problems with sharing "Leads" I upload into crm with the rest of my inside sales folks. what can I do so.

解决方案

What access level do you want your sales team to have? The best approach is to create an Access Team in CRM, add your team to the Access Team (reduces administrative overhead for record ownership), and share the records with the AT to provide read-only access to the Lead data.

1) Select one or more Lead records from a View

2) Click Share in the ribbon

3) Click Add User/Team

4) Create new team and/or add existing team to have CRUD-AAS access

5) Your team should find those shared records in their View of Leads

Nathaniel MacArthur, CRM Developer

learningtocrm.blogspot.com

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