Hello,
We have something like 8000 companies & 20 000 contacts that I migrated from a >10 year old CRM solution.
So, I was asked, 3 days ago (have to be operational for monday) to give ownership of Accounts to teams that have for names: 'sales region' like 'US' 'Europe' - did it by creating teams with those names and gave Account ownership for each one to those US, UK, teams by mapping 'sales region' from old CRM.
Now, I am totally lost: teams depends from BUs & into security roles, you cannot set the access level to teams. Creating business units for 'sales region' appears also for myself not to be the path it should be. They think, if Account ownership is given to teams, you only have to put people into those teams, so they only can see accounts belonging to each of them (I have also a lack of knowledges so maybe they are right & I missed a point).
I tested, you see anyway not what should be: how to build the security model so that users belonging to 'sales region' teams will only see Accounts with account ownership set on teams from their interface?
And the part I am completely, entirely lost with:
- we have 'real' teams likes 'production', 'administration', I mean, by team, people that will work toghether has it should be into a team...
- after that, now that I made those teams with the name of 'sales region' we had into our last solution...
- they want to be able to put someone from another team into the teams I created so the user will be able to see accounts&contacts belonging to this teams only
- another non-sense: teams based on sales territories will contain max 2 users...
- anyway, most of users from other 'real' teams will need to see all contacts & accounts & they think you just have to put a user belonging to another team into the 'UK' team so he will see 'UK' accounts...
The main issue I see into the future: how to dispatch 'properly' accounts & contacts to users? Going by this way, they will see hundreds of 'my active contacts' & 'my active' accounts when they will effectively work on maybe 50 of them.
I have to do like this because it was decided like this... to have the same has we had into our archeological CRM solution.
Final question: I read all the documentation I found about BUs, Teams, Security roles & my great fear is that when everybody will use it, the base system will already be crappy and I will always have to modify, create, for each user specific access level and find workarounds.
Could give more détails but my message will be to long: what I think is that we are going into a wall
Please help! I have to do everything alone (never had a training or knowledges of business handling process, and so on).