Hi All,
Let me start with saying that I'm very new to Dynamics CRM. I'm a sales analyst, and am in the process of helping IT with the setup and implementation of CRM to our sales team, and I'm a little out of my element. With that said...I need some help:
In one of our business units, our sales team is set up in the following hierarchy: VP -> Regional Manager -> District Manager -> Territory Sales Rep. Each step in the hierarchy is a smaller subset of geography. I need to ensure that the reporting is rolled up correctly, and each of the managers are able to see their direct report's accounts. How do I accomplish this? I'm starting to think that it might be solely setup on the sales territory side, but I could be wrong.
Thank you in advance for your help!
PS - Any good book or resource recommendation that could help me understand CRM better would be most appreciated!