in the past I only used Mautic for email marketing. However, in the company I work for, we have a big sales team (the kind of team that makes phone calls and go directly to the client’s company).
I’d like to know if it’s possible with Mautic to make it so that the Sales team Manager can access to all contacts (The entire Mautic CRM, and not the automation side). This should be easy with group based permissions.
However, the sales team manager must be able to assign (manually or, if possible, automatically) contacts with a certain score or a certain segment to a specific sales person.
And, at this point, the sales person should be able to see and update only the contacts he has been assigned to (so, if Andrew is assigned to customer Alpha and not customer Beta, he should be able to see only Alpha’s info’s).
Is this possible? How can this be done? Thank you