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Former Member
Jan 03, 2012 at 08:15 AM

To view only account belonging to a particular sales area

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Hi Experts,

I have the following business reqirement:

I have an org. model. Say ABC, which has 3 different distritubion channels, say A1, B1 and C1. Sales Employee E1 is assinged to ABC - A1, similarly employee E2 is assigned to ABC - B1 and employee E3 is assigned to ABC - C1.

Now i create a territory. I create a rule having 'Sales Area' as attribute such that all accounts belonging to certain Sales Area, say ABC - A1, should be associated to that rule. I finally assign Employee E1 to it.

Suppose i am employee E1. The requirement says that when i login i should be allowed to view only those accounts which belong to sales area ABC - A1.

Could you please suggest how this can be acheived.

Cheers,

MG