What do you need to be primary sales rep? `Cust>...
# generalr
reptar
05/01/2019, 2:42 PMWhat do you need to be primary sales rep?
Cust>Sales>Sales Teamc
C_Billings
05/01/2019, 2:57 PMI thought primary was relative to transaction for sales teams
r
reptar
05/01/2019, 3:01 PMI don't follow.
c
C_Billings
05/01/2019, 3:03 PMA Primary Sales Rep is the primary for a single deal...its not a checkbox for a entity record but rather the team shown on the sales transaction
C_Billings
05/01/2019, 3:04 PMthe primary then shows on the header of the transaction as the "sales rep"
6 Views