RichardAdams
Tue Feb 13 13:00:00 CST 2007
Thank you again Alistair. Would a team be an appropriate way to deal with
this? Assign a rep and a salesperson to a team and have the team associated
to the customer?
--
Richard Adams
GreatNeck Tools
"Alistaird @ 2B.net" wrote:
> Hi Richard
>
> From what I can understand you are trying to achieve a many to many link
> which you can not do directly between a sales rep entity and the agency
> entity. If you use the Acccount for the agency and the Contact for the sales
> rep, you could use the relationships functionality to define a relationship
> between the agency and the reps.
>
> You could also mimic this functionality by creating 3 new entities 1, Sales
> Rep 2, Agency, and 3 Agency Relationship
>
> If you get stuck comebacck to me and I can draw it out
> my email is alistaird@2bconsulting.net
>
> --
> Alistair
> 2B.net
>
>
http://www.crmdeployment.co.uk
>
>
> "Richard Adams" wrote:
>
> > For each of our customers we have a rep agency and a salesperson. Each
> > salesperson will have several rep agencies to work with and each rep agency
> > may have more than one salesperson that they work with. In the
> > detaileddataplanning spreadsheet include with the data migration frmakework
> > tools, I saw no field for rep agency. Any suggestions on how to model these
> > relationships?
> > --
> > Richard Adams
> > GreatNeck Tools