Hey @roisinkirby,
Below you have a rough outline on how our teams are organised.
As an example, sales would be shown on contact an company level anything that relates to contact details and qualification of contacts and companies towards deals/opportunities. We will set our own qualification fields for this.
For customer success we would show fields which we use for sales to document plans and expectations the company has from the contract. Challenges they’re facing and how our solution is supposed to address that.
For marketing we want to show information of how the contacts have interacted with our content and campaigns, emails.
Finance we haven’t yet defined on what we would like to show for them. Same goes for management.
- Sales
- EMEA
- US
- APAC
- Customer Success
- EMEA
- US
- Marketing
- Finance
- Management