I logged in as a CRM Manager.
Can’t see any Dashboard.
Do we need to set permissions for the role CRM Manager?

Thanks

1. Ok so let me elaborate:
Contacts of a company ABC – Mr A ,Ms B & Mr C
Users of CRM – User1, User2, User3
Each of the user should be able to see all the emails sent to Mr A ,Ms B & Mr C from User1, User2, User3
Also, Each of the user should be able to see all the emails sent by Mr A ,Ms B & Mr C to any of User1, User2, User3
Hope it helps!
2. I could not follow “using a separate CRM agent.”

Thanks!

Hi,
I did try your suggestion. Have created multiple groups.
But when I go to create new company only the first two groups show up.
Although if I go to create a contact I can see all the groups in the Assign Group.
Why this constraint?
Thanks for your time!

Ok, Thanks.
What is your timeline?
We have till about the next six months.

Thank you.