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Brad Bedoe 님이 #Sales And Marketing에 질문했습니다
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.
답변 1개
  1. 2011년 6월 22일 오후 11:54
    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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