AnsweredAssumed Answered

tradeshow meetings

Question asked by Rodney Broder on Sep 27, 2017
Latest reply on Dec 1, 2017 by Rodney Broder

Ordinarily, salespeople (sugar users) are only allowed to see Account records that are assigned to them or their team.  However, at trade shows they may meet contacts from existing customers (Accounts) and collect valuable info.  How can that Meeting record get related to an Account they cannot see (and therefore cannot find in the Account Search field of the Meeting record)?

Outcomes