Hello,

This is our situation:

We have sales reps that change branch locations / business units
frequently (every 6-12 months).

Our security is set up where sales reps can only see the accounts
assigned to themselves or anyone in their business unit.

Accounts should stay with the business unit after the sales rep changes
locations.


We set up each of our branch locations as fake users and have our reps
reassign their accounts to the branch fake user. Its tedious and our
folks usually forget to do this. So when they move they take their
accounts with them - its relatively easy to find them and reassign, but
just another step we don't want to do.

Does anyone have any suggestions for a better way to implement CRM to
handle this? I've heard a little about workflows - I don't know if
this might be an option?

Thanks, Jim