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Jan 15, 2019 at 08:01 PM

Visit Frequency and next planned visit per Sales Organization


Hello all,

We have following business requirement:

We have 2 different sales units: “Retail” and “Food”. Some customers in our account list have both sales organization assigned “Retail” and “Food”. For each sales organization there is sales representatives assigned for the customer.

Cloud for Customer offers the functionality of the Visit Frequency on Account Header level.

When a customer is assigned on “Retail” and “Food” we should like to work with a separate Visit Frequency field per Sales Organization. Is this by default possible ?
The problem is when a sales representative from “Retail” visits the customer the next planned visit is calculated based on the visit from that sales representative however the sales representative from the “Food” should know the next planned visit based on his last visit.
Is there anything we need to enable in the system to meet above requirement ?