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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 件の回答
  1. 2011年6月22日 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.
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