V 803 CRM and territories

Yahoo Archive
1
> Has anybody dealt with limiting visibility of Customers/Prospects based
> on the territory of the Salesman that is assigned to the User. I am
> trying to make it so if a person services the midwest they can only see
> midwest area and log calls for those Customers/Prospects.

Yes, we have. I'm out of the office right now but the key seems to be how your
Work Force is set up. You don't want that sales person to have the "View All
Territories" box checked. The other key is having the correct "Authorized
Users" setup as well.

Mark W.
2
Has anybody dealt with limiting visibility of Customers/Prospects based
on the territory of the Salesman that is assigned to the User. I am
trying to make it so if a person services the midwest they can only see
midwest area and log calls for those Customers/Prospects.
3
OK I am blind I see the View all Territories field now.


--- In vantage@yahoogroups.com, "Michael McWilliams"
<mmcwilliams22@...> wrote:
>
> Has anybody dealt with limiting visibility of Customers/Prospects
based
> on the territory of the Salesman that is assigned to the User. I am
> trying to make it so if a person services the midwest they can only
see
> midwest area and log calls for those Customers/Prospects.
>