View Quotes and Assets for Duplicate Accounts and Account Hierarchy

When viewing the main sales account from a duplicate set that are linked together, in addition to the quotes and assets that reference the main account, you will be able to see the quotes and assets that reference any sales account that is a duplicate of the main account.  Similarly, you will be able to see quotes and assets that reference any sales accounts that are child accounts of the selected account.

This feature will allow sales users to have better overall visibility to the sales activities, including quotes that have been provided, and existing products owned by the customer even if there are multiple representations of that customer in the system or if the customer is part of a hierarchy.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Sales accounts can be manually linked by sales administrators or automatically using the duplicate identification and resolution process. Once sales accounts are linked together, the "Duplicate Accounts" subtab will be available in the Quotes subview and the Assets subview if there are quote records or asset records to show. 

Similarly, once child sales accounts are added to a sales account, the "Child Accounts" subtab will be available in the Quotes subview and the Assets subview if there are quote records or asset records to show.