Share information in ClientLook
ClientLook is a cloud-based CRM that allows you to share a common database with coworkers. Anything you enter such as contacts, projects or updates can be shared with everyone in your account or made private to you.
Features include:
- Specify sharing for each contact, company, project, update, activity and file.
- Choose to share with “everyone” in your subscription or keep data private to you.
- Sharing can be combined so that shared contacts can have private updates, etc.
- Centralize all your information with private data even within a shared company environment.
Allen Buchanan
Todd Payne
Mike Lipsey