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Territory Management - chosing the right access restriction rule

Mar 29 at 01:46 PM


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Dear all,

we work with Territory Management. Thus, currently, we use Access Restriction Rule "3 - Territories".

When a Sales Rep is added as "Attendee" to a visit in a FOREIGN (not his/her own) territory, he/she can not see that visit in his/her calendar. The same applies for appointments. If a Sales Rep A is added as "Involved party" in the Territory of Sales Rep B, then A can not see that appointment.

Does anybody have an idea, which Access Restriction Rule would best apply here?

Any Feedback would be much appreciated.


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