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Categories CRM App
Created by Guest
Created on Mar 13, 2024

Goals for sales reps

There could be multiple points of contacts at a company, which may cause any one of multiple sales people to confirm an order. At the moment, this will be attributed to the account manager's figures in the Goals dashboard. Allowing goals to be set for the sales reps and tracking the figures based on the sales person assigned to the quotes would allow more transparency and allowing for better tracking and goals within our users workspaces.

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