European CRM · 4softcrm
Sales collaboration and teams — teams, owners and shared visibility
Organize users into teams, set the owner of every deal and lead, and everyone works on the same records. The timeline shows who did what, and approval processes ask for a colleague's sign-off where needed.
The team works on the same data
Teams
Group users into teams, including teams nested under others.
Owner per record
Every deal, lead and contact has an owner, changed manually or by assignment rules.
Shared history
Timeline activities show what each colleague did with the client.
Approvals
Define approval processes, and requests get a decision from a designated colleague.
When a deal passes from one colleague to another, the history stays on the record. Teams and owners make it clear who handles what, and roles decide what each person sees.
Frequently asked questions about teamwork
Yes. Create teams and assign users to them.
Put the whole team on the same CRM
Create your teams and invite colleagues to the CRM.