Account Ownership

[jason.staines]

We have within our business 4 different sales propositions.

1. Office hardware
2. Commercial Printing Equipment
3. Printing Consumables
4. Digital Printing services

We are planning to share the customer and prospect database among all 4 sales teams. However, this means that we can genuinely have 4 different sales people whom can "own" the Account. How can I assign an account to more than one person at a time?

[kirstyobrien]

Do you use the roles/teams to control who can see what information?

If not, you can simply create four user relate fields in Studio and call them:
1. Office hardware Owner
2. Commercial Printing Equipment Owner
3. Printing Consumables Owner
4. Digital Printing services Owner

Then the actual assigned to ownership field becomes irrelevant (although is still required to be on the page layout you could always change the name of this field)

If you do use teams/roles, you may have to log a feature request - I have already logged one to have a multi-select user field to add 'watchers' to Accounts/Contacts etc

[jason.staines]

Hi Kristy

Thanks for the reply.
I am currently building all our roles and teams etc. I was hoping that you could control which accounts can be viewed using teams but I don't seem to be able to get that working. It seems like it's an all or nothing approach which isn't going to work for us. I absolutely have to restrict viewing rights based on sales team/territory.

Any ideas?

[jason.staines]

I have got round the issue by creating 2 different Roles

Sales Rep
&
Hardware Sales Rep

Each account that falls into the Hardware sales persons area will have them set as the owner with the rights to only see those accounts where they are set as the owner.

the other role has the ability to see all accounts. I still think you should be able to set permissions based on Team membership or have mulitiple owners. It would remove the necessity for the extra role.