Skip to main content
hamburger menu Created with Sketch.
Veeva Support APAC National Day Oct 1 - 7th - Limited staff, please plan accordingly

Search the Knowledge Base

Sphere of Influence Displays Affiliated Accounts in Gray Instead of Orange in CRM For iPad

  • Updated

Overview:

Users click on Sphere of Influence (SOI) in CRM For iPad. Affiliated Accounts are displayed in gray and not orange for Accounts that have a common Territory.

Root Cause:

SOI displays all affiliations with the Account currently selected. Accounts that are a member of the user's assigned Territory display in orange. Accounts that are not a member of the iRep user's assigned Territory display in gray regardless of Affiliation.

Solution:

This is working as designed.

Related Documentation:

CRM Help Documentation: Sphere of Influence

Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

Powered by Zendesk