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As with Installer Areas list the Areas associated with each Sales Representative.
Sales Representative
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Private appointments
This a list of exceptions private appointments to the Sales Representatives availability. This allows a different number of appointments to be set for specific date or date range and allows time frames such as half day or annual leave. Se also Private Appointments to add a non-lead appointments at specific time.
You must fill in the following to be able to import the spreadsheet;
- Sales rep code
- Appointment details
- Date
- Operation
Sales Representatives
Bulk import and export of Sales Representatives. See Sales Representatives for field data details.
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