SAP C4C - Changing Sales responsable ?

[Former Member]

Hello Experts,

We are comparing the SAP C4C with other CRM solutions on the market and needs some inputs from you experts.

Suppose that my Sales rep. SR1 is leaving the company and replaced with the sales rep SR2, how C4C can handover the SR1's activities to SR2 (Account s access, Data everything) ?

Thanks for your help,

Niad

[PrasanthArya · Accepted solution]

C4C Supports the concept of Delegation , where , you can create delegates for yourself, or administrators can create delegates for employees who are away from the office, either for a short period or long period of time.

The delegated employee gains certain access rights of the substituted employee for the specified period of time base don the definitions.

For more details on the same , please refer Employee Delegates

[Former Member]

Dear Niad,

given that you use Territory Management, you have a territory "SR1", to which all accounts, contacts etc. are connected. Sales reps are not assigned to the account, but to the territory. Someone leaves, you rename the territory to "SR2", change the responsible Sales Rep for that territory to SR2 and you're good to go. While some things in C4C are a bit complicated, this is definitely not. Total effort: 3-5 Minutes.

BR, Martin

[Former Member]

Hi Prasanth,

Thank you very much for feadback. It's greate to delegate activities.

After delegating all the access from SR1 to SR2, I unbderstand that SR2 can do all the SR1 activities. But if SR1 leaves the company I guess his/here access will be removed:

* Is that means that SR2 will no longer have access to this information

OR

* SR2 will keep new access to SR1's data and SR1 could locked or deleted

Regards,

Niad

[PrasanthArya]

@Niad IMY , yes , since this is delegation, R2 will keep new access to SR1's data and SR1 could be locked or validity of the employee is ended.
This will be referred as full substitution