We have implemented territories, and wondering what the standard is on territories with multiple managers etc.
I want to keep the territory list clean obviously, and thinking of sticking a "Territory Managers" tier above every territory so I can stick managers in there and give them the full access to the territories they need, but that seems a bit messy in that I wouldn't want any accounts assigned to that territory.
How are others handling this type of scenario?
1 respuesta
Hi Josh,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Forecasting group below to collaborate with the experts for best practice and advice.
https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001okdCAA
Hope this helps.
Regards,
Jayson
