Verified User in Information Technology and Services
Can I configure your system to limit what people can see what data in the system and how easy is this to do?
Can I configure your system to limit what people can see what data in the system and how easy is this to do?
Also can I see what users have done already in the system?
Yes in Workbooks you can use our Advanced security module to limit who can see what information. Users themselves can create a view or report and also decide easily who to share it with and what permission to grant. Using our Audit module you can also see to a granular level who has changed or done what in the system (eg who updated company ABC and see what fields they changed, what the previous values were and what they changed them to!)
Workbooks is the affordable CRM alternative to Salesforce and HubSpot.
For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth, Workbooks provides sa
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.