However......
In commercial real estate our two offices need to be on a public system. All of our data needs to be accessible by all brokers. In commercial real estate our goal as a company is to have every single account in our market (Seattle) added into Zoho and attached to a building (custom module).
We need to have accounts public with deals and activities private.
- Contacts
- Accounts
- Buildings (custommodule1)
- Lease Comps (custommodule2)
- Activities
- Deals
- Reports
What is a scenario where this is a problem?: I could potentially begin working on a deal for an account that is already existing in zoho (remember we track every account in Seattle).
Scenario 1:
In this scenario, say the account is Amazon located here in Seattle and I have won their business to represent them on finding them 100,000 SF of office space. I sign an NDA requested by Amazon that I can't share any information about the deal I'm working.
Step 1: I look-up Amazon in our database.
Step 2: I create a deal for Amazon
Step 3: Someone in my company sees this Amazon deal information and leaks that Amazon is actively looking for
real estate.
Step 4: I'm fired and sued by Amazon.
Scenario 2:
In this scenario, I have been meeting with an account for a deal with a commission upwards of $500,000. They are currently in our CRM and located in a building in Seattle. Remember, we track all accounts in Seattle in our public system.
Step 1: I look-up this Account which already exits on our database.
Step 2: I create a deal for this account
Step 3: Someone in my company sees this deal and A) Makes it public in Seattle this account is interviewing brokers. B) Tries to steal the account/deal.
Step 4: I lose the deal with account because it became public knowledge the account was a prospect and someone swooped in and won the deal.
So I ask my final question. Is there a work around to make tasks/activities private while being able to keep accounts public?
This seems like it should be a very easy item to implement. Our office is torn because we just switched to zoho from Salesforce and need to have a database to store all of our market intel. This intel needs to be public. Deals and activities do not.