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Transactions Tab on Sales Rep role?

edited Nov 22, 2019 10:31AM in CRM 6 comments

Hi, I would like my Sales Reps to see a Transactions tab on the Customer records when they are logged in in the Sales role. I need them to be able to easily view old invoices and create new ones from the Customer record itself. I can do this in many other roles, but do not see a way to enable it in the Sales Rep role. Help!

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