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Former Member

Limiting Display of Prospects by Sales Person Logged In

Good Morning,

I was just curious if there was anyway to limit the Searches based on the Sales Person logged in. I am looking for the way Orders and other transactions are handled, when you set up an organization under an account, only I need to set it up for the internal account. So, for example, my internal organization is set up as a VP has different Territory Managers who has different Sales Managers who has different Sales Employees. The VP should be able to see all Prospects under her and the Territory Managers all under her, and so on down the line, down to Sales Employees who should only see their own Prospects. Since there is only one internal account, I cannot set up a hierarchy like this. Does anyone have any thoughts on how to get around this? Or are Prospects just not set up this way and I would have to write my own custom control or page? Please let me know and thank you for your assistance!

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    Former Member
    Posted on Aug 22, 2007 at 01:58 PM

    Hi Kristen,

    There is currently no built in functionality to support this.

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