Share data in a way that works for your business needs
Collaborate Securely
Protect sensitive
customer information
With powerful tools to let teams work collaboratively, while restricting data access as necessary.
Role-based access
Create custom user roles to define the level of access to application functionality and data.
Create roles that map to actual job responsibilities e.g. sales representatives, sales managers, and executives.
Manage access down to
the individual record level
Rely on default data-sharing rules to minimize effort.
Use fine-grained controls when necessary to override access to specific records.
Team-based data sharing
Create teams of users e.g. to prevent data-sharing between regional sales teams, if desired.
Define which teams can share data with each other. e.g. to facilitate sharing between sales and customer service.