Hi!
We have a simple hierarchy. The territory managers report to the CEO. Each territory has 1 AE who reports into them.
Right now, I want the CEO to be able to see what the territory managers (and their AE's) activities are in Zoho.
I want the Territory managers to be able to see their AE's activities and also be able to roll up their opportunities based on territory.
Lastly, I want to be able to assign the Leads, Accounts, and Campaigns by territories.
How do I do all of this?
Thanks!
Denise