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Created by Guest
Created on Aug 31, 2023

Use sales rep from account system on sales rep dashboard

Currently the sales rep dashboard pulls figures from the quote that have been raised in their workspace with the sales person that the dashboard has been selected to show the values for. Some of our customer do not always raise their sales directly in their workspace and sometimes raise these in their accounting system, this would cause the sales persons figures to show a value less than expected on the sales rep dashboard.

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