We are working on implementing CRM, Quote and Order management.
At the moment we only have one territory setup and all employees are setup in that territory.
Our CRM/Sales Manager wants to ensure that our CRMs can only view customers that they are sales people of through the Salesperson Workbench.
I would be interested in other peoples experience or suggestions on how to achieve this.
Simon Hall
At the moment we only have one territory setup and all employees are setup in that territory.
Our CRM/Sales Manager wants to ensure that our CRMs can only view customers that they are sales people of through the Salesperson Workbench.
I would be interested in other peoples experience or suggestions on how to achieve this.
Simon Hall