I need help to work with someone remotely, in developing a Goldmine Premium CRM database system.
It is part designed, but i am having issues with functionality.
Is this a software you have had any experience with.
If so please message me.
If not please be honest as there is no point wasting each others time.
The key thing we need to achieve is ensuring only CERTAIN 'user profiles', see the leads with the DESIRED 'lead status'
client contacts with the status 'Bochure' should ONLY be seen by the 'OPENER' user profile.....and
client contacts with the status 'Client' should ONLY be seen by the 'CLOSER' user profile
....with both ALSO being seen by administrator.