AnsweredAssumed Answered

Two different default teams for two different modules

Question asked by Philippa Grover on Aug 14, 2015
Latest reply on Aug 14, 2015 by Alex Nassi
I have a customer who needs new Accounts to default to one team, but new Opportunities to default to another.

For example - a salesman's default team is his own private team, and the secondary team is the "Management" team I have created. That way, when he creates Opportunities, he will be able to see them, as will Managers - but not the other salespeople.

However, when he creates a new Account, ALL users need to be able to have access. So, I need the default team on new accounts to be Global.

How can I do this?? Is it possible?

Thank you in advance!