I want to have phone staff answering calls and entering the callers’ information. But I only want the phone staff to see/edit specific fields. I will be advertising and the phone staff will be taking calls from people who respond to the ads and creating leads in the CRM.
Different staff will take those leads can return the calls to hopefully convert them to deals. The second level staff member will have access to additional fields. The second level staff will need to enter notes as to the call history for follow-up purposes.
I feel like i’m running in circles trying to find a way to make this happen.