Freinds, I am implementing CRM where there are 2 different teams and their businesses are completely different. I am trying to create dropdowns like product category, source, account relationship, contract types, etc., and they are different for both businesses. Currently, I am struggling with restricting the visibility of team dropdowns to their specific work. Can someone please help here?

We use a Tracker Sheet (Designed in Google Sheets) to track the CRM Implementation projects. Here is the link to create the copy. Make sure you watch the video titled 3.1 in the Course called - Certified Sangam CRM Business Owner ProTip: This is the format for the process and not the documentation. Things need to be done, not just written. Execution is the key.

I want to use CRM mainly to bring visibility and transparency in my sales team to support business growth

It was a wonderful journey going through Level 1 videos; they were easy to understand and very useful. Thanks to Limesh bhai for all his efforts and making this such a powerful journal

Hello all, My name is Vijaykumar Desai, and I work with ITOne Information Technologies Pvt. Ltd. (ITOne Infotech) in Pune. As Executive Vice President. We work in IT infrastructure management and application development and partner with ServiceNow. We work primarily in the area of SIAM.