A contact who is also an employee
What moves
When a CRM contact's e-mail matches an employee's, a link on the contact opens that employee's profile.
Before you start
- Both modules in your plan
- Permission to read employees
Step by step
- CRM administratorCRM & Sales Pipeline
Opens a contact who works for your own company.
You see:A link to the employee profile appears when the e-mail matches an employee.
- CRM administratorHR Management
Follows the link.
You see:The employee profile opens, subject to the person's HR permissions.