I'm trying to replicate our sales hierarchy in CRM online but having some trouble. I assumed I would do this using embedded teams but it doesn't appear that is possible. Here is what I'm trying to do...
I created accounts and assigned each account to a team. Ie. Wal-Mart account is assigned to a Wal-Mart team. Target account is assigned to a Target Team.
Now I want a parent team called "Retail" that is a member of both Target and Wal-Mart. This is how our sales force is structured. Am I going at this the right way? Or is there some other construct I should be using to get this accomplished? (ie. business units)
Thanks everyone!
Brian