10-17-2013 02:46 PM
i want to create a new sync criteria where i want to set the type not to a contact i want to set it to a company.
We want to do a tour planing for new clients and we don't have the right contact names, but we need to schedule the visits.
So every sales man has a different area with differnt clients, how we can set the sync criteria to companies, is there any way ?
10-21-2013 09:16 AM
Sync Set criteria can only be set to Contact information. If your contacts are based on area, wouldn't' it be feasible to set a Sales Rep's Sync to only show their area?