Contact Information
We would like the contact information to follow the account regardless of who enters the infromation (a manger, an asst, or an AE). Here, the Assistants enter the prospects along with Contacts at that time and the AE needs to have access to it.
This already exists.
When an assistant or manager creates a prospect, they choose which salesperson to assign the prospect to or they may leave the field alone and it will assign the prospect to themselves.
When a manager or assistant creates a contact, they choose the company it is to be affiliated to as well as the salesperson who will be the owner of that contact.
In both cases, the manager/assistant can see this information as well as the salesperson it was assigned to