2 Sales reps for one customer. What is the best/easy way to assign the rep?
How can two salesman share the same customer? Certain jobs go to certain salesman...
How can two salesman share the same customer? Certain jobs go to certain salesman...








You can create a rep that is a combination of the 2 names.
If you create a custom field only 1 rep would be on the report.
Hope this helps. If so please mark solved, if not please ask more questions. Thanks!