Including a free account possess associated leads, times, issues, opportunities, connectivity etcetera… Relationship plus describe streaming conclusion regarding associated information whenever its moms and dad record is actually shared, re-tasked, re-parented, erased otherwise blended that have several other listing. For example if the a free account is assigned to a new associate, every relevant leads, cases, options, factors also get allotted to the new user. The latest streaming conclusion within this example is via standard set-to Cascade The.
There are numerous times where which default cascading behavior may well not stay well towards business practice in the a particular organization. Such whenever a merchant account is assigned to another type of conversion user, it may not desirable to show the content of currently finalized potential which were generated by the previous account owner. Tough items (such as for instance visits) which were composed and you may started by past holder now come as done so by newly tasked rep. There are even group selling problems where in fact the membership by itself can get getting belonging to one person (say product sales Manager) however, private circumstances (phone-call, appointment, email address….) .