Updating Individual Sales Teams

You can apply changes made to sales teams to associated transactions or customer records. These changes can include removing or adding members, or changing roles and contribution percentages.

If you update the sales team on a transaction, check the Update Customer box to apply those changes to the sales team on the customer record.

If you update the sales team on a customer record, check the Update Transactions box to apply those changes to transactions for that customer.

The following rules apply to these updates:

Related Topics

General Notices