CRM and Multiple Companies

When you track multiple companies in DPS, CRM data is tracked at the enterprise level, so that it is available to all companies in your enterprise.

This means that CRM users can:

• See all firm (client) interactions taking place throughout the enterprise.
• Share calendars.
• Schedule meetings with each other.
• Share information about activities, such as phone calls and email messages to clients.

You can limit sharing rights in CRM. For example, you might allow all companies to share client names and addresses, but not activities.