The SHORT answer is that it works well, but you’ll have to MAKE some adjustments. One tip is to start adjusting your data STRUCTURE so that Accounts = Locations and Master Accounts = Accounts. This restructuring connects multiple locations to the Master Accounts and will allow you to have an accounts-based view of the data.

You’ll also need to do some work to produce reports that PROVIDE an accounts-based pipeline view INSTEAD of a leads / opportunities view. You’ll need to use a third-party tool or find someone to assist you with making these adjustments, as this is not an “out of the box” feature.

The short answer is that it works well, but you’ll have to make some adjustments. One tip is to start adjusting your data structure so that Accounts = Locations and Master Accounts = Accounts. This restructuring connects multiple locations to the Master Accounts and will allow you to have an accounts-based view of the data.

You’ll also need to do some work to produce reports that provide an accounts-based pipeline view instead of a leads / opportunities view. You’ll need to use a third-party tool or find someone to assist you with making these adjustments, as this is not an “out of the box” feature.