- Title and Copyright Information
- Get Help
- 1 Overview
- 2 Setup Tasks
- 3 Sales Resources and Multiple Business Units
- 4 Multiple Business Units in Leads and Opportunities
- Overview of Multiple Business Units in Leads and Opportunities
- Use Set-ID-Enabled Lookup Types to Control Values in Lists
- Set BU-Enabled Attributes for Leads and Opportunities
- Set-ID-Enabled Predefined Data for Leads
- Set-ID-Enabled Predefined Data for Opportunities
- Add the Business Unit Field to the Edit Lead Page
- Add the Business Unit Field to the Edit Opportunity Page
- Change the Business Unit for a Subset of Opportunities
- Enable Lead Territory Assignment by Business Unit
- Enable Opportunity Territory Assignment by Business Unit
- Migrate Lead and Opportunity BU Data
- 5 Multiple Business Units in Territories
- 6 Multiple Business Units in Contracts
- Overview of Multiple Business Units in Contracts
- Overview of Contracts Business Functions Setup
- Configure Contract Management Business Functions
- Define Business Units, Assign Business Function, and Assign Ledger and Legal Entity
- Supplier Contracts Business Unit Setup
- Contract Terms Library Business Unit Setup
- Contracts Security Setup
- Manage Contract Visibility in Multiple Business Units Setup
- How Business Unit Affects Clauses and Other Objects in the Library
- How does a Contracts user get access to a business unit?
- How can existing contract users not created as resources get business unit access?