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I have a regional salesperson who is handling the region of South East Asia and the Middle East. For each region i have created a business unit. Such that leads and opportunity are visible only to the business unit they are linked too.
Now I have a case where I need to show leads and opportunity of South East Asia and the Middle East against the single salesperson. Kindly advice
There is no way to add a user to multiple business units. The user itself can only be added to one. You can give the user rights in both business units by having a team in the other business unit that the user is a member of. Give the team rights and the user will inherent these rights.
Please keep in mind that when this user is the owner of the record. This record will always only be owned by the business unit that the user is connected to. Want it to be connected to the other business unit, you'll need to set the owner to the team again.
This has been asked many times in the past, but the truth is that a single user can only be assigned a single business unit. Take a look at some of the previous response in the past:
Saying that, data can be shared with a person in a different business unit by simple assigning them to an additional team.
In your situation, your regional salesperson who is handling both South East Asia and Middle East should be assigned a single Business Unit (such as Middle East), and then added to the team as a SalesPerson to the South East Asia Team.
Hope this helps.
Thanks for the input , will try this method.
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