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Need to determine how to distinguish clients of salesman 1

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istone

IS-IT--Management
Jan 24, 2007
139
US
Hi,
I have one ACT database. How do I distinguish clients of each sales person. In other words, if I have John, Tom and Bob entering clients cotnacts in ACT. I want to see all contact related to John, all contact related to Tom and same for Bob.
Thanks in adavance.
 
thank you.
Is there a way to distinguish by department. If so, how do I create 3 different departments, under each department I'll have one or several users?
Thanks
If John belongs to department A and
 
Create and save some department queries then assign them to Group Memebership rules?

I am new to ACt so I am not sure how to do that? can you be more specific. thanks in advance
 
instead of doing the query. I figured out how to create a group. Give the group a name (Department name) and then move contact to that group. will that work? Thanks
 
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