We currently assign sales representatives to customers manually using an Excel spreadsheet. Since the assignment of sales representatives to customers changes annually, and sometimes even during the year, we use Excel to map this.
Is it possible in Dynamics CRM to assign sales representatives to customer A from January 2025 to December 2026 and to customer B from 2026 onwards? In other words, a kind of historical record of the assignment of sales representatives to customers.
In my company, I always hear that this is not possible. I don't believe that it is impossible to reorganise standard sales structures.
I would be very grateful if someone knowledgeable could provide me with an answer. Links or videos that address this topic would also be appreciated.
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