Roles
Regional Manager Region A
- SalesPerson 1
-SalesPersion 2
-SalesPerson 3(John)old position
Regional Manager Region B(John)new position
-SalesPerson 4
-SalesPerson 5
The user : John was SalesPerson 3 and I've moved him to "Regional Manager Region B"
Problem:
1. I want to retain the history of all the opportunities that John owned and closed while he was SalesPerson 3.
2. I want Regional Manager Region A to be able to continue to see all the closed opportunities that John owned while he was SalesPerson 3.
My solution:
Creating a criteria based opportunity sharing rule. The criteria logic would look like the following:
(This isn't proper syntax but hopefully you get the idea)
Where opportunity owner ID == "user ID string" && Stage == "closed/won"
Share opportunity R/W with Role == Regional Manager Region A
Is this the best way to do it?
Please advise...
4 respuestas
Thanks for the response.
I was thinking of doing that also. I just wasn't sure if that's recommended to do. This issues seems like something people would commonly need to do. However deactivating and creating a new user does seem the easiest.
