locked
business unit segmentation question RRS feed

  • Question

  • I have a division in crm setup as a Business unit.  I did this because this business unit only need to see their data. So i created a team and assign the owner of the records to the team.  Within the team their are account managers  since the team is now the owner of the record how do i  designate who ownes that account or manages that account ?


    ron

    Thursday, September 13, 2012 2:53 PM

Answers

  • If that worked for you can you mark my response as having answered your question to close this thread out?

    Jason Lattimer

    • Marked as answer by ronmorg Thursday, September 13, 2012 6:33 PM
    Thursday, September 13, 2012 4:09 PM
    Moderator

All replies

  • Depending on your requirements, you could always create another N:1 Relationship between Account and User to add an additional User lookup field to the Account record to specific who is the 'manager'. 

    Jason Lattimer

    Thursday, September 13, 2012 3:20 PM
    Moderator
  • Great this works  !! did not think of this thanks

    ron

    Thursday, September 13, 2012 3:31 PM
  • If that worked for you can you mark my response as having answered your question to close this thread out?

    Jason Lattimer

    • Marked as answer by ronmorg Thursday, September 13, 2012 6:33 PM
    Thursday, September 13, 2012 4:09 PM
    Moderator