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Can you have teams whose members are other teams? RRS feed

  • Question

  • Hello -

    In 4.0, can you have a team made up of other teams?

    For instance:

    Team 1 is made up of users Eric, Jim, and Bob
    Team 2 is made up of users Mary, Steve, and Glen
    A Manager, Joe, is responsible for both teams

    Can I create a team called "Joe's Team" whose members are Team 1 and Team 2?

    If not, then how do you deal with territory, area, region hierarchies that could contain 1,000 users with managers all along the way that may want to run reports or finds based on their particular level within the overall organizational hierarchy?

    Thanks,
    Eric


    Wednesday, December 9, 2009 4:17 PM

Answers

  • Hi Eric, sorry to disappoint you, but:

    Teams can't have other teams as members
    Teams are for record sharing, and have nothing to do with reporting
    Territories are for managing sales teams and quotas
    Reports are based on business units

    So you're going to have to use a combination of territories and business units to achieve your requirements.

    Wednesday, December 9, 2009 5:58 PM
    Moderator

All replies

  • Hi Eric, sorry to disappoint you, but:

    Teams can't have other teams as members
    Teams are for record sharing, and have nothing to do with reporting
    Territories are for managing sales teams and quotas
    Reports are based on business units

    So you're going to have to use a combination of territories and business units to achieve your requirements.

    Wednesday, December 9, 2009 5:58 PM
    Moderator
  • As Neil say, you can't populate a team with other teams but a user can be a member of more than one team. You do have territories in CRM for reporting and you also have the security business units.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Saturday, December 26, 2009 11:34 AM
    Saturday, December 26, 2009 11:34 AM