• CSCOTT
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  • Member since 2008

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I'm VERY new to Salesforce.
When we set up campaigns with Contacts/Leads in them, what is the best way to allocate those contacts/leads out to our sales staff? We already know about Lead Assignment rules, but that doesn't help us with Contacts and some of our Contacts/Leads may be in multiple campaigns that are being done by different folks. We can't figure out an efficient way for the Sales Staff to know which contacts/leads they are responsible for in a given campaing.
 
Any recommendations would be appreciated.
 
Chris
  • October 15, 2008
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We need to add some fields to the "Account Hierarchy" screen that lists the parent-relationships for accounts. I can't locate where to do this. Any ideas?
 
Chris
 
 
  • August 22, 2008
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