Holden International - efox
Frequently Asked Questions & Troubleshooting
Use the collection of links found below to help resolve any technical or support issues you may have with Holden’s efox solutions.

Question
What are the differences between the three efox Software Sales Solutions?
How is data shared within efox Team or efox CRM?
Can efox Sales Plans be printed?
Can efox Sales Plans be e-mailed?
Can efox Sales Plans be imported into PowerPoint?
How can users share efox Sales Plans with individuals who are not currently licensed on efox?
Can efox sync with my Microsoft Outlook?
Can data be migrated from one efox Software Sales Solution to another?
Can I access the efox application outside the office?
What are the efox System Requirements?
How are efox system upgrades communicated and deployed?
What IT resources are required to implement and maintain the three efox Software Sales Solutions?


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How is data shared within efox Team or efox CRM?
Posted by: Jim Debbs

efox Team Edition allows an efox Administrator to set up Groups, which grant all members access to the same Accounts, Opportunities and efox Sales Plans.  The Administrator can also specify a Reports To hierarchy, which allows managers to see all the data of his or her direct reports.

efox CRM follows the data sharing rules set up by the CRM Administrator.





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