Segmentation of accounts to user specific sales people to manage those accounts in say a different country or 3rd party distributor
So I have a distributor in the United States which I would like to have a zoho books login. I want to segment my overall account details such as turnover and only have this information available thats specific to him/her.
So when he or she logs in they can see the following:
Which customers are allocated to them
How many sales that customer has against their name
How many pending, sent and outstanding invoices their are.
Their overall turnover etc etc
In roles and specific roles this cannot be done as I keep seeing when I log into a test account my overall turnover which I do not want them to see.
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