Have you ever had a sales professional leave the company, with a new person coming in to manage that particular territory or customer set? The new seller needs to be added to the access team for all the old rep’s accounts. Sigh…does that need to be done manually? And who’s responsible? Or worse yet, 5 years from now, the original seller is still shown as the customer owner.
Thankfully, there is a simple solution for this – Territory Management for Dynamics 365 (CRM) from Fullscope. For the situation mentioned above, the territory rules for the original seller would be updated with the new seller in an easy to use, pre-built workflow.