Skip to main content
Brad Bedoe ha fatto una domanda in #Sales And Marketing
How can I go about managing a list of protected national accounts to ensure all leads, opportunities and accounts go to the sales rep who owns the national account?  Example: all leads, opportunities and accounts related to a particular association or franchise need to be managed by one sales rep.  I need some sort of campaign functionality that enables me to manage existing leads related to national accounts and inbound leads as well.
1 risposta
  1. 22 giu 2011, 23:54
    I think you're going to need an Apex trigger here. Ownership of related records isn't something you can change automatically based on ownership of other records.
0/9000