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Sales Rep User Role/Access

edited Nov 22, 2019 10:28AM in CRM 3 comments

I am sure there is a very easy way to do this and I just have not had time to read all the manuals/guides as yet on the security.  Does someone know how do I set up for my outside sales rep's that are assigned to the Customer Record as the Sales Rep, access to login and view only their customers and transactions ?

Appreciate your help.

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