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Customers by Rep - "No Inheritance"
I want to create a report/search of “How many “Original” Customers each rep has” - problem is, if a previous customer was reassigned to a new rep it now appears under him, but he didn’t create this customer… see what I’m saying?
“If Ron came onboard this month, and brought in 5 new accounts, that’s his. If he inherited 25 accounts from someone else that’s not his” – I only want to see his accounts. (Style: Summary - Sales Rep, # of Accts)
Thanks much,
Yosi
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