One Account - Two Owners
We have different sales staff for fabrication and metal cutting. Both sales teams could call on the same accounts. We would like them each to be "owner" of these shared accounts, based on their login.
I found a post asking a similar question from nine years ago to see if it was possible. The answer was no, but to use the roles function. We want to avoid having each fabrication sales rep see every metalworking account and vice-versa., A lot has changed in nine years, so I'd like to know if a possible solution has emerged since then and, if so, what it is.
If not, what are some possible ways to accommodate this?
John Galich
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