We had CRM set up with our current company and sales people (business unit A)
we just acquired a new company and we want to set them up in CRM. (Business Unit B)
I want to keep sales people from seeing the other company price lists and contacts.
Do I need to create a Third Business Unit, Rename this as the PARENT COMPANY
Then associate Business unit A and B to the parent company?
Then how do I assign users to be able to see both businesses?