Account Reps

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Hi,
Just started using Outlook BCM. Is there a way that I assign independent
account reps to either accounts or contacts? If not, I might have to abandon
the program.

PaulZ
 
Paul,

There are a number of ways that you can do this. Within the "Classification"
section on the Account or Business Contact record you can indicate the rep in
the "Assigned to" field. You can also customize a field for this yourself to
type the reps name into.

-THP
 
Thanks Tim,
I thought the "assigned to" fields were system authentication driven (for
lack of a better way of expressing). My main concern is the ability to
report opportunities, etc. by rep. Is there a way to modify the "standard"
reports to incorporate a user-defined field? I see there is a way to sort
oppties by "assigned to" or "source of lead", another field I considered. Any
thoughts would be greatly appreciated.

Paul
 
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