We started CRM with 3 marketing users, which are setup as a team, in their own business unit. We are now wanting to add salespeople, who have their own set of contacts. I have setup a business unit for each salesperson, so that their contacts are separated, which works well with syncronizing with Outlook, as each salesperson's contacts only need to sync with their Outlook (which then sync with Blackberry's server).
The issue I am running into is when a salesperson has the same contact. If I remove the one setup in the marketing business unit, then the salesperson can see his, but then the marketing team cannot include it in campaigns. If I remove the individual salesperson's contact, they will always have to look at ALL contacts, instead of just his own, and then it will not sync with Outlook.
I am trying to figure out how to segregate each saleperson's contacts to sync with Outlook, as well as be available to be included with marketing campaigns, without duplication. The additional problems will happen when we add another salesperson, that also has the same contact. We will then have 3 in total, 1 in marketing, 1 in salesperson A and 1 in salesperson B.
The issue I am running into is when a salesperson has the same contact. If I remove the one setup in the marketing business unit, then the salesperson can see his, but then the marketing team cannot include it in campaigns. If I remove the individual salesperson's contact, they will always have to look at ALL contacts, instead of just his own, and then it will not sync with Outlook.
I am trying to figure out how to segregate each saleperson's contacts to sync with Outlook, as well as be available to be included with marketing campaigns, without duplication. The additional problems will happen when we add another salesperson, that also has the same contact. We will then have 3 in total, 1 in marketing, 1 in salesperson A and 1 in salesperson B.