I am looking for a solution where I can assign companies and contacts to sales agents which is exactly what hubspot does. At the moment I want agents to simply log in and select a company and answer 5 or 6 very simple questions such as when they visited the company, if they left a catalogue and when their next appointment is. I need it really simple for them.
Is it possible to set it up that way? At the moment there is just too much information when a user logs in and fields which are not needed.