What does “Reprocess Split” do?
In the “Import Transactions” menu, there is a selection for “Reprocess Split.”
If you create a new sales team, or change a...
Set up Sales Team and Split Amounts
When you set up a Sales Team there are several things to consider. Anyone who is not an “Owner” will NEED to be on a Sales Team if they...
What do the choices mean when I change a sales team on a company/companies?
When you change a Sales Team on a company (one at a time or in bulk) you have to choose what to do with things that take place in the past, present a...
Sales Teams: What Can My Sales Reps and Staff Members See?
Visibility is based on sales team assignment. Sales Reps can only see their own companies, contacts, opportunities and sales/commission numbers based...
Bulk-How to Change Sales Team on Company Records
There may be a day where you want to change the Sales Team on a company. *If you are trying to merge companies to clean up duplicate accounts, this...
