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sync criteria

New Member
Posts: 17
Country: United States

sync criteria


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 ?



Posts: 710
Country: USA

Re: sync criteria



  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?


Billy Clark
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