Hi there,
I'm new to Zoho and something has come up. We have two salespeople working with the same clients and/or companies for different projects. How can I share the same Organization with multiple salespeople?
For instance we work with company ABC, and there is about 5 different people within that company. Sometimes salesperson (Bob) works with client (Peter), and sometimes salesperson (Joe) works with Peter. They work on separate projects but how do you share clients and/or companies depending on different projects?
Thanks in advance.