Organize Data with Divisions

Divisions do not restrict access to data and are not meant for security purposes.

• How Divisions Work
  Divisions can be assigned to users and other kinds of records. For example, you can create a report to show the opportunities for just the North American division to get accurate sales numbers for the North American sales team.
• Set Up Divisions
  When setting up divisions, you must create divisions and assign records to divisions to make sure that your data is categorized effectively.
• Create and Edit Divisions
  Creating logical divisions for your organization helps you segment your records to make searching and reporting easier.
• Transferring Multiple Records Between Divisions
  Select groups of records to move into or between divisions.
• Change the Default Division for Users
  If you can manage user settings, you can change a user’s default division.
• Reporting With Divisions
  If your organization uses divisions to segment data, you can customize your reports to show records within specific divisions.