New AE's need budgets ... no entry allowed if no $ on books yet?
New AE's need to be set up immediately with budgets for the rest of the year. Cannot wait for them to sell something first. Thanks
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Susan Chiaventone
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With our new budgeting implementation this fall, if the AE does not exist on the default template created, you can easily add them to the list. If you need assistance with this, please contact support and we’ll help you out!
Thank you for your patience!