We have accts that a sales rep manages. He adds contacts, opps and activities. Contacts from this account may also place orders via ecommerce for the acct. It seems like the rep shouldn't own the acct if ecommerce also adds opps. Who should own it?

3 件の回答

Jeff May
2015年1月18日 22:13
I am a firm believer that for each of your customers, a human being (Rep) should own the customer Account. This is especially true if the customer is a mix of eComm and retail sales. You could certainly have an 'eComm flag' on the Opportunity to help you undetstand and track the revenue from each of those channels, but the human Rep should own the Account.

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