I’ve created a B2B CRM / Pricebook app for my employer. I’m a mobile rep and created this to solve a problem I see often as a rep.
Everything is functioning correctly for a single user but what I need to do is have row owners and roles assigned but I’m struggling to get my head around it on multiple sheets.
National - See everything
State - Offices with managers which see the state data they’re responsible for only (Deals, contacts and activities).
Manage territories within the states with there own customers, contacts and deals/activities eg North Side / Southside or Machines / consumables. Some of the accounts are shared amongst the reps.
All managers and reps see everything as it’s all the same
Calculator - Sheet to work out margin/markup etc which isn’t saved but cleared once worked out. This is functioning fine but how do I set it up so we don’t see each others workings?
I’ve created teams columns which has become an array column within the user sheet but presumably this needs to happen with all the sheets that are specific - Companies, contacts, deals, activities?.
I’m not sure on the best way to set it up.I’m on the home stretch and nearly ready to present it to management but this is bugging me. Can I get some help please?
thanks in advance