I’m looking for some “Best Practice” advice please.
We’ve been running SuiteCRM for ages, so it’s populated with our customers. We have a new sales person who wants to use Suite. But I don’t want him to se our existing customers, well that works fine. But recently he’s asked of he can try some of our dormant accounts.
I want to give him access to the details of the specific accounts we agree to, including their contacts and associated notes. There are only going to be 6-10 at a time, lasting several months.
What would be the best way to set this up? Are there any guides I could follow?
Thanks