How to differentiate a customer contact created in Sales vs Receivables?
Summary:
How to differentiate a contact created by salespeople for an account in CX Sales vs a contact created by AR specialist for a Site in Receivables?
Content (please ensure you mask any confidential information):
A salesperson creates a contact for an account in CX Sales. For the same account (organization), AR specialist creates a contact for the Bill/Ship-To Site via the Communication tab.
The contact created by AR specialist will automatically sync or show up for the account in CX Sales, so now, the salesperson is able to see 2 contacts in CX Sales (redwood sales: Account overview page > Show Contacts). Salesperson is allowed to maintain/edit the contact that they created in Sales but not allowed to edit the contact created by AR specialist.