For each of our customers we have a rep agency and a salesperson. Each 
salesperson will have several rep agencies to work with and each rep agency 
may have more than one salesperson that they work with. In the 
detaileddataplanning spreadsheet include with the data migration frmakework 
tools, I saw no field for rep agency. Any suggestions on how to model these 
relationships?
-- 
Richard Adams
GreatNeck Tools

Hi Richard

From what I can understand you are trying to achieve a many to many link 
which you can not do directly between a sales rep entity and the agency 
entity.  If you use the Acccount for the agency and the Contact for the sales 
rep, you could use the relationships functionality to define a relationship 
between the agency and the reps.

You could also mimic this functionality by creating 3 new entities 1, Sales 
Rep 2, Agency, and 3 Agency Relationship 

If you get stuck comebacck to me and I can draw it out 
my email is alistaird@2bconsulting.net

-- 
Alistair
2B.net

http://www.crmdeployment.co.uk


"Richard Adams" wrote:

> For each of our customers we have a rep agency and a salesperson. Each 
> salesperson will have several rep agencies to work with and each rep agency 
> may have more than one salesperson that they work with. In the 
> detaileddataplanning spreadsheet include with the data migration frmakework 
> tools, I saw no field for rep agency. Any suggestions on how to model these 
> relationships?
> -- 
> Richard Adams
> GreatNeck Tools

Thank you again Alistair. Would a team be an appropriate way to deal with 
this? Assign a rep and a salesperson to a team and have the team associated 
to the customer?
-- 
Richard Adams
GreatNeck Tools


"Alistaird @ 2B.net" wrote:

> Hi Richard
> 
> From what I can understand you are trying to achieve a many to many link 
> which you can not do directly between a sales rep entity and the agency 
> entity.  If you use the Acccount for the agency and the Contact for the sales 
> rep, you could use the relationships functionality to define a relationship 
> between the agency and the reps.
> 
> You could also mimic this functionality by creating 3 new entities 1, Sales 
> Rep 2, Agency, and 3 Agency Relationship 
> 
> If you get stuck comebacck to me and I can draw it out 
> my email is alistaird@2bconsulting.net
> 
> -- 
> Alistair
> 2B.net
> 
> http://www.crmdeployment.co.uk
> 
> 
> "Richard Adams" wrote:
> 
> > For each of our customers we have a rep agency and a salesperson. Each 
> > salesperson will have several rep agencies to work with and each rep agency 
> > may have more than one salesperson that they work with. In the 
> > detaileddataplanning spreadsheet include with the data migration frmakework 
> > tools, I saw no field for rep agency. Any suggestions on how to model these 
> > relationships?
> > -- 
> > Richard Adams
> > GreatNeck Tools