Source: Encloud9 Blog

Encloud9 Blog Multiple account Salesperson scenarios in Dynamics 365

Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account. As they were integrating with their financial system, they also had a default ownership of ALL accounts to a single [...]The post Multiple account Salesperson scenarios in Dynamics 365 appeared first on enCloud9 | Microsoft Dynamics 365 CRM Consultants.

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