The sales manager has the ability to manage information from various organizations, while external users can only manage information from their own organization.
Organization is the area where the Sales Manager and external users can perform administrative tasks such as contact information, corporate members, order management, projects, quotations, invoices and events.
Organization members
From the organizations panel we will be able to have a global view of the members of the organization as well as the functional areas to which they belong, by selecting a specific member we will be able to access their detailed profile.
Within the detail view of the user’s profile we will be able to access a brief biography and contact information. We will also be able to see which projects he is linked to, the orders he has placed, the ticks and tasks assigned to him as well as the next events in which he will participate.
