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 My sales people may have 6 or 7 people throught the country that work for one account.  How do we handle this in sales force?  I only need one account but multiple leads and then contacts when they are converted but I do not need multiple accounts of the same name.
1 resposta
  1. 13 de ago. de 2012, 15:50
    When converting leads, the tool presents you with a picklist where you can choose an existing account, preventing duplicates from being created. Unfortunately, we have not found a way to defulat this picklist to one of the recommended values so it has been a training issue for us.

     

    On managing the single account, we are using Account Teams. This is standard functionaity which is displayed as a related list on the Account and allows us to list all of the users who are selling to or managing the account. It also works well if you have a strict default security model set in the Org Wide Defaults.
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