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Along with the handful of design changes this week, you may have noticed a new menu option named “Link to Account…”. This is something that’s been on the requested list for a while and we’re excited to get it into production. Note – this setup option is visible only to those with Admin level access, however accounts can be linked for those with any level of access.
There are 2 reasons why you might like to take a closer look at this new capability:
With the ability to switch between accounts, you can jump from one company (or division) to another without having to logout, then back in again. If you want to organize your sales people into teams and restrict access so that each member has access and visibility only to those in their team, then linking accounts is a perfect solution.