Hello - I'm trying to set up my Zoho CRM Plus in such a way that if one of our business is spun off down the road, we could break out that businesses related data only. Our entire sales team has a portfolio of products to offer their leads/accounts supported by three business lines. Additionally, I need the Zoho Books integrations to only include Deals from their respective businesses (Deal for Product A available in Zoho Books Org A and Deal for Product B available in Zoho Books Org B)
I feel that having territories by the Business will lead to customer duplication and other data quality errors. Has Anyone done anything like this just by categorizing tasks/deals or is Territory Mgmt the only way to go?