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Start up help

New Member
Posts: 1
Country: United States

Start up help

Where does one identify a salesperson with a specific account? There seems to be no field for this in either accout or contact records?

 

Thank you,

 

Kevin

Moderator
Posts: 4,395
Country: USA

Re: Start up help

You can create a new field or use an one of the existing user fields.

 

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