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Multiple Clients

I help introduce and develop sales of new products (actually food ingredients) in a B2B marketplace. I have multiple clients (but not many <5) as well as my own development projects. 

One of my clients wants access to the database to:

1. monitor the status of projects etc.

2. Add and manage opportunities for products that I am not responsible for

My clients may overlap in terms of organizations and contacts but not opportunities - these are product specific (and I have added Custom Fields to identify Client and product)

Is there a way to keep these separate? Can I create 2 databases, one specifically for this customer and one for the rest of my clients? How could I manage 2 databases (and would they talk - ie would I have to enter a new organization into both?)

Cheers

Robert

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  • Hello Robert,

    I see you have a ticket with one of my colleagues. The ticket number is 200954. Please take a look at his response and follow up with any questions you might have. 

    Thanks for your patience and time. Happy Holidays!

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