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How to keep track of sales reps assigned by state?
Perhaps I'm missing something basic in NS but, is there an easy way to keep track of which sales reps are assigned to which state? For example, is there a saved search that could show each sales rep and which rules / territories they are assigned to.
We have sales reps that have territories made up of states and zip codes. I have my territories names "Installer names territory." which isn't very description. I have to go into each territory, see which rules are assigned, look at the details of the rules etc... It might be more manageable in a saved search.
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