We have two teams in our CRM, let's say Team A and Team B.
For some particular reasons, Accounts and contacts thats belongs to Team A cannot be viewed by Team B, and vice and versa.
Team A and Team B can have the same Accounts but it has to be 2 different records.
So what I did:
- I have added Team A accounts and Team A contacts that are associated to the accounts (of Team A) previously added.
--> Everything works fine
- I have added Team B accounts and Team B contacts that are also associate the accounts (of Team B) previously added.
--> The problem is that when it imports a contact that belongs to a company that exists two times (for Team A and Team B), it fails saying that there is a duplicate reference of the company and it doesn't know to which one, the contact should be associated to.
So is there a way, using duplication rules for example, to say that:
-> "A contact that owner is Team A, has to be associated to the specified company and which also belongs to team A"
Thanks in advance !