The first and foremost concern of people using CRM system is the security of the data. They thought the details of their data can be leaked and other person can take advantage of it, but with Data Sharing feature of GoKickSales, your data will be only visible to those whom you give access. No one […]
Category: Sharing Rules
Leads Sharing Rule
Leads owned by the users of a given Role/User can be shared with users of another Role/User with Read Only or Read/Write permission. To create a sharing rule for Leads, or you wish to share the details of your Lead with another user or role of your organization, then click on “New Rule” button available […]
Opportunities Sharing Rules
Opportunities owned by the users of a given Role/User can be shared with users of another Role/User with Read Only or Read/Write permission. To create a sharing rule for opportunities, or you wish to share the details of your opportunity with another user or role of your organization, then click on “New Rule” button available […]
Accounts Sharing Rules
Accounts owned by the users of a given Role/User can be shared with users of another Role/User with Read Only or Read/Write permission. To create a sharing rule for accounts, or you wish to share the details of your account with another user or role of your organization, then click on “New Rule” button available […]
Cases Sharing Rules
Cases solved or faced by the users of a given Role/User can be shared with users of another Role/User with Read Only or Read/Write permission. To create a sharing rule for cases, or you wish to share the details of your case with another user or role of your organization, then click on “New Rule” […]
Contacts Sharing Rules
Contacts created or owned by the users of a given Role/User can be shared with users of another Role/User with Read Only or Read/Write permission. To create a sharing rule for contacts, or you wish to share the details of your contact with another user or role of your organization, then click on “New Rule” […]
Tasks Sharing Rules
Tasks done or created by the users of a given Role/User can be shared with users of another Role/User with Read Only or Read/Write permission. To create a sharing rule for tasks, or you wish to share the details of your tasks with another user or role of your organization, then click on “New Rule” […]
Notes Sharing Rules
Notes created by the users of a given Role/User can be shared with users of another Role/User with Read Only or Read/Write permission. To create a sharing rule for notes, or you wish to share the details of your notes with another user or role of your organization, then click on “New Rule” button available […]