CODEWITHSUNDEEP
microsoft-dynamicsdynamics-365dynamics-navdynamics-business-central
kuhi
kuhi

Reputation: 653

How to assign multiple salesperson to customers?

This is a basic customer card:

enter image description here

As you can see there is a "Salesperson" linked to the customer, but in many situations customers can have multiple salespersons.

In this field I can only select one salesperson.

The problem created by this situation in the company is that sales people can't find customers that are not linked to them.

How can I assign multiple salesperson to customers?

Upvotes: 2

Views: 342

Answers (2)

kaspermoerch
kaspermoerch

Reputation: 16570

If your salespeople are in fixed groups e.g. person A and B handle the same group of customers and C and D handle another group of customers, you could use the Responsibility Center feature.

Create a Responsibility Center for each group of customers and assign it to those customers. Then set the Sales Resp. Ctr. Filter on the User Setup for each Salesperson.

Upvotes: 2

Mak Sim
Mak Sim

Reputation: 2314

Using this field, obviously, you can't. You need to use some other field like department or customer group I don't know. Or if I remember correctly the was a table like ’My Customers’ where every user can build a list of customers he's interested in.

Upvotes: 0

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