Multi Territory - Access Restrictions

[Former Member]

Dear all,

We use multi-territory - one account, several territories.
Each sales person should see ALL visits/appointments/quotes/tasks of their accounts, not only their own.

I can't find a restriction rule to allow this. Does anybody have a clue?

Best regards,

Martin

[former_member240432]

Hello Martin,

You can evaluate the use of restriction rule 11 [Employee, Accounts (Account Team)] and assign the user to the account team of the accounts. If the user is not assigned to more than 1000 accounts, this should work, as seen here.