Sharing information in ClientLook

Sharing information in ClientLook

ClientLook CRM allows you to share or privatize information in a variety of ways. In the video tutorial you’ll learn how to:

  1. Setup sharing defaults to facilitate data entry
  2. Create teams to share data with a subset of users
  3. Set the sharing level of any records in ClientLook

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About the Author

Michael Griffin

Michael Griffin - ClientLook, Founder

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