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How to achieve Team Visibility ??
Scenario :
Account Name : IBM
Division Imaging Primary Sales Person : Joe Smith
Division Telecom Primary Sales Person : Anna Barry
In words, Joe Smith and Anna Barry works as a Sales Rep for manuafacturing organization ABC. ABC has Various production divisions like Imaging, Telecom etc. sales reps are representing corresponding divisions.
Both sales reps are working on 2 different opportunities with IBM. Each division identifies IBM as its own primary account.
How do I show same account under both user's "My Account View" or "My Team's View" ?? Is there a concept called Division in salesforce ??
is there any easy way to create a view with "My Teams" Visibility view ?? If I try to create a view , I only have following option,
Restrict the set of information being searched | ||||
All Accounts My Accounts |
Thanks
Message Edited by ppat on 04-06-2005 03:21 PM
Hi ppat,
Have you posted this to any of the user-centrice boards such as Product Discussion or Power System Administrator?
I think product configuration is much covered much better there and there will also be more customers who may have a similar configuration that could provide input.
I wasn't sure where to post this question. Is there way, any of the administrator can move this to apprpriate group/thread or I have to repost ?
Well, tried accessing both the forums but getting error "Access Denied".
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Sorry, you do not have sufficient privileges to take that action.
Please click the Back button on your browser.
$exception.message
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Answer to this question will be the key to decide our data import startegy.
Thanks
Message Edited by ppat on 04-07-2005 04:00 PM