A while back we introduced the Sales Rep assignments in the Company listing. This is a new capability in Web that allows the Agency to better control access to the larger Company list in the system. Permissions dictate that only Users of the assigned Sales Rep or Territory, as well as the Owners group, have access to those Company entries.
Now, when a Sales Rep assignment is updates in the Customer list, that same change will be reflected in the Company list, to better keep those lists up-to-date with each other. As such, updated to the assignments should be primarily done in the Customer list (as they always have been), so that the updates propagate down to their respective Company and Individual entries.
If it is desirable to have a different Sales Rep assignment on the Company than on the Customer entry -- for example, in the cases where an Agency shares all the Companies, but not all the Customers with their Users -- then change the Sales Rep assignment in the Company, and the existing assignment will NOT be changed in the Customer.
If it is desirable to have a different Sales Rep assignment on the Company than on the Customer entry -- for example, in the cases where an Agency shares all the Companies, but not all the Customers with their Users -- then change the Sales Rep assignment in the Company, and the existing assignment will NOT be changed in the Customer.
Update Sales Rep Assignments
Sales Rep assignments can continue to be updated in Desktop or Web, with no changes to how it is done in either place. Bulk Updates in Desktop and Batch Edit in Web take on this new function to update their corresponding Company entries. Direct updates to Company assigned Sales Rep needs to be done in Web, and that is where the permission to view Companies takes place... I.e. if you would like your Agency to have tighter restrictions on which Companies a User can see, Web is where you want them to login.
Bulk Assign Sales Rep in Desktop has no limit to the number of entries that can be changed in one go. In Web, the Batch Update feature is limited to 1000 entries at a time. If you have more than a 1000 entries to change in the Companies list, please feel free to get in contact with us to see if we can make your initial setup go faster!
Being Successful with Assignments
For those Agencies that desire to remain open, with all Users seeing the full Company list, we recommend setting up a Sales Rep Management entry for this purpose:
- In Sales Reps, create a new "Agency" Type entry, call it something like "Everyone".
- Assign all the Users in the system to this new entry.
- Go to the Company list and assign the "Everyone" entry to all Companies.
Permissions Summary
In summary, who is allowed to see each entry depends on their Sales Rep assignment:
Unassigned: only the Owners group can see these
Assigned: all Users who are assigned to the corresponding Sales Rep Management entry
Unassigned: only the Owners group can see these
Assigned: all Users who are assigned to the corresponding Sales Rep Management entry
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