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Sales Rep Notes

You can view the sales rep notes from the Sales Rep form by clicking the Notes tab at the top of the form.  The Notes tab displays a single line item list of all the notes that have been entered for the selected sales rep.  Clicking on the ellipse button next to a specific notes will open the Sales Rep Notes form displaying the details of that specific sales rep note.  All the fields in the sales rep notes are read only.

 


Related Topics

Sales Reps

Adding Sales Rep Notes