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I’m pulling this up for better visibility as our team continues discussions around improvements to the account and agency management.
An error occurred while saving the commentDan Lawrie commented
A mgr created a Deal and set Office to Seattle. Then the Account was reassigned to a Local AE, but the Office remained as Seattle. As a result, the AE does not have access to the Deal, and the Mgr cannot update it either.
The software should be smart enough to know this and set the Office to LOCAL or close the Deal after reassignmentDan Lawrie supported this idea ·