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Sales Dilemma

Hierarchy system

         

RussellC

2:12 pm on May 27, 2005 (gmt 0)

10+ Year Member



I currently have a client tracking database that I built that has a sales section. Users can enter prospects and qualify them and then turn them into clients or partners. I want to take it a step further and turn it into a hierarchy system where there are sales people under a manager so if a sales person leaves, his/her leads get filtered up to the sales manager to redistribute. I have thought about how to structure the database but I can't come up with a good solution. Does anyone have any ideas or tips on making this work?

Thanks a bunch.

Stormfx

4:20 pm on May 27, 2005 (gmt 0)

10+ Year Member



My suggestion would be to implement a good relational database structure. I don't know all of the types of users/clients/staff or whatever so I can't be very specific. But what I mean is that you'd use a seperate table for managers, sales persons, clients and then obviously for the sales themselves. The sale would be "linked" to the sales person and client, and the sales person would be "linked" to the manager.

RussellC

4:48 pm on May 27, 2005 (gmt 0)

10+ Year Member



Makes sense. What the system currently has is a table for users. Then a table for user levels. I was thinking of doing something along the lines of: When the user level = Sales insert more info into another table that has fields like ID and Parent. Parent would link to the sales manager above that sales person. Then when a sales person was deleted. it would do a series of inserts before the drop command would be executed. Make sense?