SeaTable's CRM system
Furthermore, the different views for the individual employees or departments in your company ensure that everyone can see and edit the information that is relevant to them. This is done very easily using the filter function . For example, your marketing department only sees all contacts who have given a clear opt-in, i.e. consent to be contacted in the form of newsletters, phone calls, etc., and your employees in the sales team only see the customers assigned to them. Important: The canada rcs data release of individual views is reserved for paid SeaTable cloud subscriptions. With SeaTable Free, only entire bases can be released to other people.
In order to assign an employee from your sales team to your customer, you must have previously maintained the "Sales Team" table. Here you will find the name of your employee, the personnel number that is automatically generated in this template, the employee's position and the responsible sales potential. You can also see all the customers that have been assigned to each individual employee.
A grouping function and color coding of the rows according to the employee's position should show you additional clear customer structures of your employees.
CRM_Salesteam
Your sales team in SeaTable
Now you can easily assign one of your responsible employees to the customer with just one click in the “Responsible employee” column in the “Customer data” table. The whole thing happens in the background with a link to the “Sales Team” table.