How to Assign a Team (with Role and email) as Salesperson
edited Dec 9, 2013 3:59AM in Sales, Marketing, and Territories Apps - EBS (MOSC) 3 commentsAnswered ✓
Issue:
Find that it is not possible to Assign a Team (with Role and email) as Salesperson in Service Contract .
Steps to Reproduce:
1. CRM Administrator > Team > New Team > Add two employees/resources and assigned the role salesrep.
2. Service Contracts Manager > create/open a Contract > Entered the header details > Under the party roles tab selected salesperson and attempt selecting the team created.
Research:
Currently setting seems to indicate that the sales person in OKSAUDET Vendor contact needs to be an employee resource with salesperson role.
Tracing the issue on an environment:
The underlaying code is:
SELECT name,
ID1,
ID2 ,
email_address
Find that it is not possible to Assign a Team (with Role and email) as Salesperson in Service Contract .
Steps to Reproduce:
1. CRM Administrator > Team > New Team > Add two employees/resources and assigned the role salesrep.
2. Service Contracts Manager > create/open a Contract > Entered the header details > Under the party roles tab selected salesperson and attempt selecting the team created.
Research:
Currently setting seems to indicate that the sales person in OKSAUDET Vendor contact needs to be an employee resource with salesperson role.
Tracing the issue on an environment:
The underlaying code is:
SELECT name,
ID1,
ID2 ,
email_address
0