How do I enable multiple business units (BUs) for sales?
To enable multiple business units (BUs) for sales, you must set two profile options. Set the Multiple Business Units Enabled (HZ_ENABLE_MULTIPLE_BU_CRM) profile to Yes. You must also set the Customer Relationship Management Business Unit Default (HZ_DEFAULT_BU_CRM) profile to the default sales business unit.
Here's how to set the profile options:
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In Setup and Maintenance, go to:
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Offering: Sales
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Functional Area: Company Profile
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Task: Manage Common CRM Business Unit Profile Options
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In the Manage Common CRM Business Unit Profile Options page, select the HZ_ENABLE_MULTIPLE_BU_CRM profile option and set it to Yes.
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Click Save and Close.
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Select the HZ_DEFAULT_BU_CRM profile option and set it to the default sales business unit.
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Click Save and Close.