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Custom center/tabs for different groups of employees
The Task:
- Create a way for different groups of employees (I'm avoiding the term "Sales Team" cause it has a specific meaning in NS which I haven't been able to make work for this) to have customized NS experience, with customer, project and opportunity lists and various sales/pipeline reports that relate just to their group.
- Must be flexible - group membership can be fluid, people can be in more than one group.
- Low admin overhead for creation of searches and reports.
- All members of each group should have at least view access to everything the team is allowed - meaning, a "subordinate" should be able to see customer/project records of "supervisor" as well as the other way around.
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