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- Personal details (Name, Phone, Mobile, Email)
- Code (abbreviation of reps name)
- The Sequence Number for ordering the sales reps in a list
- Branch if locked to a particular branch
- Monday > Sunday. For each day of the week enter the desired number of leads and a comment if needed such as "Morning appointments only"
This is the standard work habit for this rep variations can be made in 3 ways:
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