How to assign multiple salesperson to customers?

This is a basic customer card:

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As you can see there is a "Salesperson" linked to the customer, but in many situations customers can have multiple salespersons.

In this field I can only select one salesperson.

The problem created by this situation in the company is that sales people can't find customers that are not linked to them.

How can I assign multiple salesperson to customers?


  • If your salespeople are in fixed groups e.g. person A and B handle the same group of customers and C and D handle another group of customers, you could use the Responsibility Center feature.

    Create a Responsibility Center for each group of customers and assign it to those customers. Then set the Sales Resp. Ctr. Filter on the User Setup for each Salesperson.