Cross-team Sales Reps

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Posted on by Community Member

Hi,

I have a problem with setting up with sharing 1 Sales Rep's information with 2 or multiple Territory managers (TM) from different Business Units (BU). Record are assigned to SR by Owner field (not through the team).

Sales rep can be part of 2-3 teams in different units. Territory managers have to see the records that belong only to them or Sales Reps from their team.

I've tried to create the Custom teams to provide TMs access to different BU, but I haven't found the way to limit their access to all the record of foreign BU.

What would be the correct organization structure (BU, Team) to apply here and what are the security roles i should apply?

Thank you!

Alex

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