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Re: One employee in several Sales Orgs?

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Hi JB

 

How the records show up in My Appointments Vs My team's Appointments and for that matter other such items in accounts, leads, Opptys is a bit tricky. I suggest that you please test few scenarios out to see how the behavior is. If a territory is assigned to a person who is not the ER-Sales for example, the the activities will show up. Similarly if a secondary person is assigned to the Account as ER, and someone creates an appointment for this account, it should be visible under My team's appointments. Little bit confusing but works.

 

Please let us know what you find

 

Regards

Jai


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