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What should the Consultant recommend to the Account Executives?

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(@rickielewis)
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Cloud Kicks has a private sharing model on Accounts. Account Executives need to ensure that Business Development Users can qualify marketing Opportunities on their accounts. There can be different Business Development Users for a given opportunity. Sales Management needs to be able to report on which Business Development Users are assigned to opportunities.

What should the Consultant recommend to the Account Executives?

  • A . Add Business Development Users as Account Team members with a role that grants Modify All access.
    B. Share Accounts with Business Development Users
    C. Share Opportunities with Business Development Usersby granting read access to Opportunities in their portfolio
    D. Add Business Development Users as Opportunity Team members with a role that grants read/write access

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Suggested Answer: D
 
Posted : 30/11/2022 1:03 pm

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