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Thread: Multiple Sales Team with Different Cost Centers

  1. #1
    slevin is offline Member
    Join Date
    Feb 2008
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    5

    Default Multiple Sales Team with Different Cost Centers

    Hi
    We just installed SugarCRM Open Source and need advice on how to setup Sugar to handle multiple cost centers. I am using Open Source Version 5.0.0a (Build 3120). With offices in both the US and UK we have a different Sales forces and cost center. I would like to separate there oppurtunities and projects from ours. How have other comapnies set up Sugar CRM to do this? Does the application give us the ability to split the Sales group oppurtunities in reporting also? I appreciate the Input!
    Best Regards
    Sam

  2. #2
    malcolmh's Avatar
    malcolmh is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Aug 2004
    Posts
    1,712

    Default Re: Multiple Sales Team with Different Cost Centers

    Hi,

    To do this you need either to go the the Pro system which has the "Team" concept, or wait until the Team OS version has been upgraded to support 5.0.

    If you can't wait and don't want to go the Pro, then I would recommend starting with the newest 4.5.1x version and implement Team OS for 4.5x. When available for 5.0 then migrate to 5.0.

    Hope this helps
    Cheers Malcolm

    Genius4U Limited - Ingenious simple IT solutions for you / Genial einfache IT Lösungen für Sie
    http://www.genius4u.com or http://www.genius4u.de

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