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ReportHello,
I'm looking for recommendations on the best way to handle the following...
In our case we have Accounts that have two overlapping but competing Business units that can work with them. They often have the same contacts (not necessarily all of them) and may provide competing quotes to the same firm.
I'm wondering how to handle the ownership of the Accounts and Contacts while reducing duplicates and maintaining security on notes and phone calls etc.
A few options I've considered are:
1. Creating a separate Account and Contacts per person, allowing them to keep their own records separate.
Linking these together through a Parent Account.
2. Creating Teams and assigning the owner as the team.
My concern with this approach is that the security will be more difficult to restrict between members on the same team.
There would also be many teams as the combinations of Users working together on an Account isn't consistent.
3. Sharing the Accounts with each other.
I have the same concerns as with Teams in terms of security.
Any other recommendations?
Thank you,
Brianna
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