At the moment, our CRM works much the same way as most. A Consultant logs in and deals with a client, done.
But today my boss asked me in passing, what about a system where you have Regional logins with users. So basically, say the login was New York, it would encompass all of the clients in New York but Consultants would log in as users and be able to work on the same clients, almost as revisions. So you could see that Consultant X had called and spoken about something and then Consultant Y could pick up the ball and run with it.
Am I making sense? Anyone done anything like this?
