Hi there,
slightly complex question which I hope someone might have an answer for.
Our company is divided in multiple 'divisions' & I have tried to reflect this structure on the CRM as follow in the 'Roles' section:
Group - Administrator
Company A - Manager Company B - Manager Company C - Manager
| | |
Company A - Consultant Company B - Consultant Company C - Consultant
I have already set up rules where some manager see each other's work, consultant see each other's work but what I now need to achieved is to find a way to fit a Sales Representative which can have overview all some of the divisions' work (let's say Company A & B, not C) restricted to the Territory assigned to that User.