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Overlapping Territories

Dec 01, 2017 at 04:03 PM


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We have 2 Sales Divisions, who jointly service certain customers. We are about to install territory management and are looking for the following restriction (rule):

- I see ALL customers of my whole sales organization (both divisions) WITHOUT connected objects such as offers, visits, emails, activities etc.

- for all customers in my territory I should be able to see the above mentioned objects (even if they were created from someone in the other sales division/another Sales Territory)

Our aim/example: a sales rep, visiting client X, should be able to know, that his or her colleague just yesterday visited this client X, what was discussed and so forth.

The available rules do not seem to cover this constellation. Any ideas would be appreciated.

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