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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Default Sales Team

edited Dec 23, 2019 10:54PM in Accounting / ERP 2 comments

I need "Joe Smith" sales team to automatically populate when Joe Smith creates a customer, estimate or sales order.  The sales rep is populated but not the sales team.  I tried creating a workflow to no avail.

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