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5Hi,
I am quite new in using the CRM and are working a very tight deadline from my management, so I am hoping one of you might be able to help me with a specific issue that have just come up.
I have created business units and roles to match the purpose provided to me by management saying that there was nothing to hide, but of couse only the owner of the contacts should be able to write updates for the contacts. Therefore I did some investigation and came up with a structure for the Business Unites and Roles that matched their demands.
However not it has just come up that there will be som VIP contacts that noone except very very few should have access too!!!! My idea not is to make a business Unit Group just below the toplevel only for those VIP Customers (10-15) and then ensure that only our Vice Precidents have access to this Business Unit. The concequences as I see it is that I loose the connection to the Account (I propaply be able to associate to the correct Account anyway)
Does any of you have some input on the pro's and con's for this approach?
Thanks in advance
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