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setup for mutiple parts of a sale organization
We are segmenting our sales teams into large vs small accounts. We are also bring on our account management which work with all accounts.
My thought is that we can esseantially have differnet roles looking at the same sales center and using the same opportunity entry form.
Also, we are bringing on a new sales organization that sells completely different type product and consequently needs to capture differnt opportunity information. My thought is to create their own unique role and opportunity entry form.
Each group is going to use the same sales statuses.
Am I going down the right path here? Should I be thinking of anything else when getting this all setup?
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