How can I share case information with remote colleagues using CRM?
CRM operates in real time. Once you enter information into the system it is automatically available to other users no matter where they are located, as long as they have internet access and permission to use the system. Keep sales staff and case workers informed of late breaking information by sending emails and posting notes. Enter steps and tasks that you have taken in your cases. Other users can run reports, look up status, read notes, and enter their own information into the system as things happen.
