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Orders under a different Sales Rep account



1 comment

  • Official comment

    If I understood your request correctly, this is a feature that exists per Transaction.

    For each Transaction Type you can indicate whether it should be shared among all sales reps assigned to the Account or not.

    To indicate this go to Settings -> Sales Activities -> Transaction Types 

    Go to the Settings tab of the Transaction Type 

    Select or un-select the "Share Sales Transaction" option

    When selected, all reps will be able to see the transactions of other reps which are also assigned to the same account(s).

    By the way - this share option is also available for Activity Types.


    Merav Bitton
    Comment actions Permalink

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