3 Replies Latest reply on Aug 5, 2015 9:11 AM by 33962715128ec8b32227b8ffd0dc979b56f6a913

    Account Ownership - Inside vs. Outside Reps

    Trask Rogers

      Hi All,

       

      We have both inside and outside reps...inside reps are organized based on vertical, outside reps are based on vertical and territory. Within SFDC, both types of reps have the ability to 'own' accounts, and we've been using an account status picklist (suspect, prospect, active cycle) to dictate who owns what. Some of the reps are getting held up on the fact that they might not show up as the contact owner for every contact in an account that they own. The reasons for this are plentiful, but mostly come from those contacts being added by different reps when they had ownership of the account.

       

      Just curious if anyone has best practices or tips to help keep a distinction between accounts owned by different types of sales reps. Thanks!