Hello,
I'm using on-premise.
- Searched everywhere how to add a group of sales person -> seems not possible.
- Same for adding multiple territories into one territory as said into the help documentation -> found nowhere such a possibility. The help documentation also always refer to the online MSCRM 2011, is that the reason? I can only add users, nothing else.
I have to add the same users to multiple territories but it is not allowed. What could I do? Do you have any workaround?
Details: we have 7 sales regions, the manager of those sales regions will almost always be the same user (the salesperson responsible). For example, we have 3 sales region for splitting Europa continent and a salesperson as to be assigned to needed territories, the MSCRM salesperson user can be involved in many territories.
Why such a restriction: 1 territory per user.
Thank you and have a nice evening (or day) !