Dynamics Community Forum Thread Details

Multiple overlapping sales territories

I'm looking for ideas on how others are handling multiple overlapping sales territories. We have many product lines with different sales teams for each line. the sales territories are generally assigned by postal code, but the group of postal codes for a territory could be vastly different from one product line to the next. One account could use multiple product lines but will have different sales reps, so we can't assign ownership of an Account to a sales rep or even a team.

When we only had 2 or 3 product lines, we added fields to accounts and contacts to capture the sales team members for each product line. Technically, our sales reps have permission to see all of the accounts and contacts in the country, but their default views filter down to just the accounts and contacts where their name is in one of the sales team member's fields.

So the issue isn't record ownership - we are ok with users having permission to see all records, but we need a way to be able to filter down to just the records that are relevant to the user.

Has anyone come up with any creative ways to handle this other than to keep adding additional fields for each of the various team members for each new product line?

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