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Product Suggestions
Status Shipped
Categories CRM App
Created by Guest
Created on Mar 2, 2021

Remove Individuals from the Customers who should have ordered by now

On the new account manager dashboard we have the option to exclude individuals from the RFM but this does not include the customers who should have ordered by now. We should also include an option for this section of the dashboard too. Or change the display name to sales ledger display name instead of division name as currently the name it just appears blank in the dashboard.

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