CRM Accounts Name visibility
Hi,
Need some guidance please; we have multiple sales teams and each salesperson has a view of only their Accounts' records. So they can only see Accounts, Deals, Contacts, Related Modules etc for the Accounts they own.
The technical staff have a view of all Accounts, Deals, Related Modules for both Internal and External Sales accounts but no visibility on cost for Deals and Produces. This was achieved using Sharing Rules.
However, the External Sales team need visibility of a limited set of fields like Account Name, Account Owner and Account Status for ALL Accounts for all sales teams to ensure different teams do not contact the same customer.
Sharing Rules shares the entire Account Module, and we cannot limit field visibility in the Module like we do for the Engineers since the External Sales need to see all the fields for Accounts they own. The limited field view should only apply to Accounts they do not own.
All I can think of is creating a new Module with only the fields that we need to make visible but populating the module would mean an export of the existing Accounts Module, then an import to the new Module and a way to keep it up to date?
Please let me know if this does not make sense.
Any guidance appreciated.
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