Contact and Deal details in Company Module
Hello,
We would like to set up Zoho CRM based on Account/Company centric approach. We are using several Templates for each company in the Group. And the Account/Company module shall be available to all Templates.
The Account/Company module will have all related information about that Company: Company name, Address, Region, as well as Contacts, Deals and Projects information.
However, in Account/Company module a limited information shall be available from Contacts (such as only Name, Last name and Contact owner) and Deals (such as only Deal Name, Products and Deal owner) from one Template to other Templates. And the entire Contacts and Deals modules shall be not accessable to other Templates.
Could you please advise how we can have such set up?
Thank you in advance!
Valeri
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