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Role based access for reps, managers and finance partners in
CRM for distributors
Rick W
/ Categories: Business Intelligence

Role based access for reps, managers and finance partners in CRM for distributors

Role based access for reps, managers and finance partners in CRM for distributors

Everyone working in distribution needs access to CRM for different purposes. A rep might manage customers across several branches and the regional manager is overseeing multiple states and reps. Finance partners often need visibility into major opportunities or want to check the terms of a sale but wouldn't edit transactions.

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