Within the CRM you can set Account Manager Restrictions, which means the CRM user can only access customer records of which they are set as the Account Manager. Please note that this functionality is currently only available for the cloud accounting/inventory management systems that we integrate with such as Unleashed and Xero.
To access this link navigate to a Division record and click on the Sales Ledger button within the Accounts section.
By clicking on the Sales Ledger button, the customer's sales ledger will open. Within the main details page you have the 'Open in Accounts/ERP System' link. In the particular example below, by clicking on this link the customer's account within Unleashed will open.