Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-200466 - Add Additional Sales People to CRM|http://helpdesk.irely.com/iRelyi21live/i21/#/HD/Ticket/?ticket=HDTN-200466]
Jayson -
This item must be fixed in 17.3 - this is a billable event. Please add your hours to the attached help desk ticket.
*Background:* Pinkerton Oil would like to be able associate one customer with multiple sales people
The goal is to be able to:
* Look up customers by Sales Person and see
* Two sales people will never be on the same order or opportunity
* Sales reports can now be run by sales person without this change
* Sales people should be able to be associated with one or many lines of business at the entity level
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