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create a search/report/workflow that can send sales rep/regional director AR list for their accounts

edited Nov 16, 2023 7:46PM in Ask A Guru 10 comments

let's say one customer is assigned to one sales rep and one reginal director. we have 5 sales rep ABCDE and 5 reginal director abcde. I know I can create 5 searches/reports for 5 sales rep, and 5 search/reports for 5 reginal director, so that the AR aging only lists their accounts - that's 10 total and create scheduled email from there. But this isn't very scalable, what do people do when they have 30 sales rep, and want the reps to see the AR list for the accounts only they are in charge of. Any thoughts?


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