- How should I model this salesperson/rep agency relationship?
- Posted by Richard Adams on February 7th, 2007
For each of our customers we have a rep agency and a salesperson. Each
salesperson will have several rep agencies to work with and each rep agency
may have more than one salesperson that they work with. In the
detaileddataplanning spreadsheet include with the data migration frmakework
tools, I saw no field for rep agency. Any suggestions on how to model these
relationships?
--
Richard Adams
GreatNeck Tools
- Posted by Alistaird @ 2B.net on February 7th, 2007
Hi Richard
From what I can understand you are trying to achieve a many to many link
which you can not do directly between a sales rep entity and the agency
entity. If you use the Acccount for the agency and the Contact for the sales
rep, you could use the relationships functionality to define a relationship
between the agency and the reps.
You could also mimic this functionality by creating 3 new entities 1, Sales
Rep 2, Agency, and 3 Agency Relationship
If you get stuck comebacck to me and I can draw it out
my email is alistaird@2bconsulting.net
--
Alistair
2B.net
http://www.crmdeployment.co.uk
"Richard Adams" wrote:
- Posted by Richard Adams on February 13th, 2007
Thank you again Alistair. Would a team be an appropriate way to deal with
this? Assign a rep and a salesperson to a team and have the team associated
to the customer?
--
Richard Adams
GreatNeck Tools
"Alistaird @ 2B.net" wrote:
