Show Shared Accounts on Reports
We would like for reps that share accounts to have the ability to run reports for shared accounts.
5
votes
Tim Wirth
shared this idea
We have released this functionality as a new user role that we discovered while on site at a few different locations.
Let us know if you have the scenario where there is a salesperson that can help the sales process with any other salesperson on their team. This person may or may not have their own accounts, but they need to be able to help everyone!
Hope to hear from you soon! We know you’re out there!!!